See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,843 | $90,600-91.3% | $79,464-90.1% | $135,375-94.2% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -15.05% | 977.43%-992.5pp | 718.14%-733.2pp | 519.73%-534.8pp |
| Employer contribution / active EE | $1,374 | $3,068-55.2% | $2,800-50.9% | $4,779-71.2% |
| Participant deferral / active EE | $3,316 | $4,050-18.1% | $3,704-10.5% | $5,609-40.9% |
| Admin fee / account holder | $253 | $5,907-95.7% | $5,113-95.1% | $10,827-97.7% |