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 | $6,724 | $73,867-90.9% | $143,757-95.3% | $68,494-90.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.43% | 1.01%-21.4pp | -0.04%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,809 | $3,184-43.2% | $4,951-63.5% | $2,596-30.3% |
| Participant deferral / active EE | $1,038 | $3,384-69.3% | $5,637-81.6% | $4,027-74.2% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |