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 | $16,010 | $138,065-88.4% | $123,544-87.0% | $135,375-88.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.33% | 153.68%-167.0pp | 119.20%-132.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $1,520 | $5,151-70.5% | $4,628-67.2% | $4,779-68.2% |
| Participant deferral / active EE | $3,686 | $6,799-45.8% | $6,426-42.6% | $5,609-34.3% |
| Admin fee / account holder | $208 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |