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 | $8,370 | $69,518-88.0% | $59,878-86.0% | $135,375-93.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -29.61% | 7.94%-37.6pp | 3.46%-33.1pp | 519.73%-549.3pp |
| Employer contribution / active EE | $923 | $3,235-71.5% | $2,722-66.1% | $4,779-80.7% |
| Participant deferral / active EE | $6,050 | $4,206+43.9% | $3,402+77.9% | $5,609+7.9% |
| Admin fee / account holder | $19 | $5,734-99.7% | $3,590-99.5% | $10,827-99.8% |