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 | $11,648 | $138,065-91.6% | $123,544-90.6% | $135,375-91.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -22.51% | 153.68%-176.2pp | 119.20%-141.7pp | 519.73%-542.2pp |
| Employer contribution / active EE | $3,168 | $5,151-38.5% | $4,628-31.5% | $4,779-33.7% |
| Participant deferral / active EE | $5,633 | $6,799-17.2% | $6,426-12.3% | $5,609+0.4% |
| Admin fee / account holder | $132 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |