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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $915 | $84,402-98.9% | $61,373-98.5% | $134,475-99.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -43.84% | 584.55%-628.4pp | 338.61%-382.4pp | 417.96%-461.8pp |
| Employer contribution / active EE | $387 | $1,544-75.0% | $1,159-66.6% | $4,740-91.8% |
| Participant deferral / active EE | $3,568 | $2,819+26.6% | $2,125+67.9% | $6,400-44.3% |
| Admin fee / account holder | $173 | $2,585-93.3% | $2,130-91.9% | $11,426-98.5% |