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 | $10,178 | $158,817-93.6% | $121,196-91.6% | $135,375-92.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -21.13% | -0.64%-20.5pp | 16.93%-38.1pp | 519.73%-540.9pp |
| Employer contribution / active EE | $1,907 | $5,665-66.3% | $4,022-52.6% | $4,779-60.1% |
| Participant deferral / active EE | $5,239 | $4,005+30.8% | $3,344+56.6% | $5,609-6.6% |
| Admin fee / account holder | $43 | $6,512-99.3% | $5,019-99.1% | $10,827-99.6% |