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 | $3,940 | $104,106-96.2% | $71,086-94.5% | $135,375-97.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -21.44% | 1256.30%-1277.7pp | 650.59%-672.0pp | 519.73%-541.2pp |
| Employer contribution / active EE | $2,120 | $1,485+42.8% | $1,088+94.9% | $4,779-55.6% |
| Participant deferral / active EE | $2,413 | $2,527-4.5% | $1,874+28.7% | $5,609-57.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |