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 | $10,004 | $138,065-92.8% | $123,544-91.9% | $135,375-92.6% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -19.87% | 153.68%-173.6pp | 119.20%-139.1pp | 519.73%-539.6pp |
| Employer contribution / active EE | $1,923 | $5,151-62.7% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $5,062 | $6,799-25.6% | $6,426-21.2% | $5,609-9.8% |
| Admin fee / account holder | $88 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |