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 | $7,987 | $138,065-94.2% | $123,544-93.5% | $135,375-94.1% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -140.46% | 153.68%-294.1pp | 119.20%-259.7pp | 519.73%-660.2pp |
| Employer contribution / active EE | $2,709 | $5,151-47.4% | $4,628-41.5% | $4,779-43.3% |
| Participant deferral / active EE | $5,563 | $6,799-18.2% | $6,426-13.4% | $5,609-0.8% |
| Admin fee / account holder | $132 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |