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 10-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 | $9,476 | $87,705-89.2% | $63,517-85.1% | $125,391-92.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -26.78% | 21.70%-48.5pp | -70.30%+43.5pp | 282.22%-309.0pp |
| Employer contribution / active EE | $768 | $3,601-78.7% | $2,322-66.9% | $4,866-84.2% |
| Participant deferral / active EE | $7,680 | $3,939+95.0% | $2,953+160.0% | $5,352+43.5% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |