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 | $3,741 | $81,460-95.4% | $103,333-96.4% | $80,856-95.4% |
| Participation rate | 98.0% | 66.8%+31.1pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | -160.55% | 25.55%-186.1pp | 24.88%-185.4pp | 35.59%-196.1pp |
| Employer contribution / active EE | $5,955 | $3,105+91.8% | $3,868+54.0% | $2,755+116.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $164 | $6,566-97.5% | $8,355-98.0% | $6,918-97.6% |