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 5-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 | $9,235 | $190,805-95.2% | $159,960-94.2% | $134,475-93.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -31.11% | 552.23%-583.3pp | 408.60%-439.7pp | 417.96%-449.1pp |
| Employer contribution / active EE | $2,880 | $4,995-42.3% | $4,226-31.8% | $4,740-39.2% |
| Participant deferral / active EE | $4,320 | $6,923-37.6% | $6,182-30.1% | $6,400-32.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |