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 9-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 | $5,673 | $90,600-93.7% | $79,464-92.9% | $135,375-95.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -40.26% | 977.43%-1017.7pp | 718.14%-758.4pp | 519.73%-560.0pp |
| Employer contribution / active EE | $942 | $3,068-69.3% | $2,800-66.4% | $4,779-80.3% |
| Participant deferral / active EE | $4,263 | $4,050+5.3% | $3,704+15.1% | $5,609-24.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |