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 6-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 | $8,393 | $190,805-95.6% | $159,960-94.8% | $134,475-93.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.66% | 552.23%-573.9pp | 408.60%-430.3pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,062 | $4,995-78.7% | $4,226-74.9% | $4,740-77.6% |
| Participant deferral / active EE | $5,194 | $6,923-25.0% | $6,182-16.0% | $6,400-18.8% |
| Admin fee / account holder | $129 | $10,471-98.8% | $8,698-98.5% | $11,426-98.9% |