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 | $2,639 | $95,971-97.2% | $74,550-96.5% | $135,375-98.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -20.56% | 56.96%-77.5pp | 32.53%-53.1pp | 519.73%-540.3pp |
| Employer contribution / active EE | $613 | $2,716-77.4% | $1,961-68.7% | $4,779-87.2% |
| Participant deferral / active EE | $1,244 | $3,843-67.6% | $3,108-60.0% | $5,609-77.8% |
| Admin fee / account holder | $184 | $6,522-97.2% | $5,060-96.4% | $10,827-98.3% |