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 8-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 | $12,957 | $138,044-90.6% | $125,339-89.7% | $134,475-90.4% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -21.16% | 750.33%-771.5pp | 572.05%-593.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,639 | $5,243-68.7% | $4,814-66.0% | $4,740-65.4% |
| Participant deferral / active EE | $4,431 | $7,799-43.2% | $7,446-40.5% | $6,400-30.8% |
| Admin fee / account holder | $101 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |