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 8-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 | $5,072 | $138,065-96.3% | $123,544-95.9% | $135,375-96.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.42% | 153.68%-166.1pp | 119.20%-131.6pp | 519.73%-532.1pp |
| Employer contribution / active EE | $2,115 | $5,151-58.9% | $4,628-54.3% | $4,779-55.7% |
| Participant deferral / active EE | $3,736 | $6,799-45.0% | $6,426-41.9% | $5,609-33.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |