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 | $3,462 | $95,971-96.4% | $74,550-95.4% | $135,375-97.4% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -19.29% | 56.96%-76.3pp | 32.53%-51.8pp | 519.73%-539.0pp |
| Employer contribution / active EE | $1,268 | $2,716-53.3% | $1,961-35.4% | $4,779-73.5% |
| Participant deferral / active EE | $2,535 | $3,843-34.0% | $3,108-18.4% | $5,609-54.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |