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 3-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 | $10,456 | $102,604-89.8% | $86,188-87.9% | $139,434-92.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -11.50% | 1922.51%-1934.0pp | 1168.45%-1179.9pp | 372.94%-384.4pp |
| Employer contribution / active EE | $2,043 | $3,032-32.6% | $2,380-14.2% | $4,751-57.0% |
| Participant deferral / active EE | $4,375 | $4,676-6.4% | $3,985+9.8% | $6,710-34.8% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |