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 | $5,275 | $95,971-94.5% | $74,550-92.9% | $135,375-96.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.18% | 56.96%-69.1pp | 32.53%-44.7pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,709 | $2,716-37.1% | $1,961-12.8% | $4,779-64.2% |
| Participant deferral / active EE | $2,894 | $3,843-24.7% | $3,108-6.9% | $5,609-48.4% |
| Admin fee / account holder | $127 | $6,522-98.1% | $5,060-97.5% | $10,827-98.8% |