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 | $12,805 | $211,958-94.0% | $169,463-92.4% | $135,375-90.5% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -84.24% | 3.26%-87.5pp | 1.83%-86.1pp | 519.73%-604.0pp |
| Employer contribution / active EE | $2,034 | $5,120-60.3% | $4,159-51.1% | $4,779-57.4% |
| Participant deferral / active EE | $8,454 | $6,075+39.2% | $5,277+60.2% | $5,609+50.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |