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 | $10,480 | $77,813-86.5% | $123,544-91.5% | $64,186-83.7% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -72.77% | 12.48%-85.3pp | 119.20%-192.0pp | 7.63%-80.4pp |
| Employer contribution / active EE | $5,569 | $3,014+84.8% | $4,628+20.3% | $2,381+133.9% |
| Participant deferral / active EE | $5,890 | $5,240+12.4% | $6,426-8.3% | $3,470+69.8% |
| Admin fee / account holder | $252 | $5,519-95.4% | $9,284-97.3% | $4,888-94.9% |