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 | $5,915 | $97,044-93.9% | $83,333-92.9% | $135,375-95.6% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -46.33% | 12.31%-58.6pp | 10.63%-57.0pp | 519.73%-566.1pp |
| Employer contribution / active EE | $2,379 | $4,143-42.6% | $3,379-29.6% | $4,779-50.2% |
| Participant deferral / active EE | $2,283 | $5,964-61.7% | $5,565-59.0% | $5,609-59.3% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |