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 6-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 | $7,289 | $129,217-94.4% | $93,406-92.2% | $158,922-95.4% |
| Participation rate | 83.3% | 71.0%+12.4pp | 66.8%+16.5pp | 82.0%+1.4pp |
| Annual return | -97.46% | 118.21%-215.7pp | 78.05%-175.5pp | 302.83%-400.3pp |
| Employer contribution / active EE | $2,241 | $2,711-17.3% | $2,075+8.0% | $4,761-52.9% |
| Participant deferral / active EE | $2,479 | $3,909-36.6% | $3,126-20.7% | $5,982-58.6% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |