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 | $5,408 | $127,100-95.7% | $105,738-94.9% | $135,375-96.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -41.16% | 4.49%-45.7pp | 6.27%-47.4pp | 519.73%-560.9pp |
| Employer contribution / active EE | $3,185 | $4,107-22.4% | $3,268-2.5% | $4,779-33.3% |
| Participant deferral / active EE | $2,955 | $5,064-41.7% | $4,080-27.6% | $5,609-47.3% |
| Admin fee / account holder | $30 | $9,087-99.7% | $6,913-99.6% | $10,827-99.7% |