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 8-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 | $6,000 | $123,793-95.2% | $177,821-96.6% | $79,858-92.5% |
| Participation rate | 88.8% | 84.7%+4.1pp | 87.7%+1.0pp | 69.6%+19.1pp |
| Annual return | -88.44% | 22.82%-111.3pp | 48.32%-136.8pp | 31.71%-120.2pp |
| Employer contribution / active EE | $1,854 | $4,095-54.7% | $5,918-68.7% | $2,471-25.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |