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 8-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 | $9,206 | $76,000-87.9% | $154,107-94.0% | $64,186-85.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -12.26% | 30.32%-42.6pp | 735.12%-747.4pp | 7.63%-19.9pp |
| Employer contribution / active EE | $4,586 | $3,351+36.9% | $5,298-13.4% | $2,381+92.6% |
| Participant deferral / active EE | $2,803 | $3,175-11.7% | $5,081-44.8% | $3,470-19.2% |
| Admin fee / account holder | $46 | $5,596-99.2% | $13,411-99.7% | $4,888-99.1% |