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 | $10,171 | $138,065-92.6% | $123,544-91.8% | $135,375-92.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -24.63% | 153.68%-178.3pp | 119.20%-143.8pp | 519.73%-544.4pp |
| Employer contribution / active EE | $1,216 | $5,151-76.4% | $4,628-73.7% | $4,779-74.6% |
| Participant deferral / active EE | $5,264 | $6,799-22.6% | $6,426-18.1% | $5,609-6.1% |
| Admin fee / account holder | $41 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |