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 | $6,584 | $211,958-96.9% | $169,463-96.1% | $135,375-95.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -16.98% | 3.26%-20.2pp | 1.83%-18.8pp | 519.73%-536.7pp |
| Employer contribution / active EE | $2,495 | $5,120-51.3% | $4,159-40.0% | $4,779-47.8% |
| Participant deferral / active EE | $5,002 | $6,075-17.7% | $5,277-5.2% | $5,609-10.8% |
| Admin fee / account holder | $50 | $11,471-99.6% | $9,109-99.5% | $10,827-99.5% |