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 | $4,872 | $127,100-96.2% | $105,738-95.4% | $135,375-96.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -51.73% | 4.49%-56.2pp | 6.27%-58.0pp | 519.73%-571.5pp |
| Employer contribution / active EE | $1,333 | $4,107-67.5% | $3,268-59.2% | $4,779-72.1% |
| Participant deferral / active EE | $3,814 | $5,064-24.7% | $4,080-6.5% | $5,609-32.0% |
| Admin fee / account holder | $191 | $9,087-97.9% | $6,913-97.2% | $10,827-98.2% |