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 | $9,904 | $138,044-92.8% | $125,339-92.1% | $134,475-92.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.73% | 750.33%-778.1pp | 572.05%-599.8pp | 417.96%-445.7pp |
| Employer contribution / active EE | $4,700 | $5,243-10.4% | $4,814-2.4% | $4,740-0.8% |
| Participant deferral / active EE | $6,891 | $7,799-11.6% | $7,446-7.5% | $6,400+7.7% |
| Admin fee / account holder | $9 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |