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 7-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 | $5,355 | $140,940-96.2% | $112,229-95.2% | $139,434-96.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -0.77% | 32.71%-33.5pp | 30.20%-31.0pp | 372.94%-373.7pp |
| Employer contribution / active EE | $1,588 | $4,283-62.9% | $3,430-53.7% | $4,751-66.6% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $110 | $9,954-98.9% | $7,748-98.6% | $11,403-99.0% |