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 | $7,164 | $104,106-93.1% | $71,086-89.9% | $135,375-94.7% |
| Participation rate | 81.8% | 65.7%+16.2pp | 54.7%+27.2pp | 82.6%-0.8pp |
| Annual return | -27.17% | 1256.30%-1283.5pp | 650.59%-677.8pp | 519.73%-546.9pp |
| Employer contribution / active EE | $1,424 | $1,485-4.1% | $1,088+30.9% | $4,779-70.2% |
| Participant deferral / active EE | $4,940 | $2,527+95.5% | $1,874+163.6% | $5,609-11.9% |
| Admin fee / account holder | $160 | $4,142-96.1% | $3,082-94.8% | $10,827-98.5% |