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 | $2,131 | $45,863-95.4% | $77,024-97.2% | $68,494-96.9% |
| Participation rate | 92.9% | 55.9%+36.9pp | 67.9%+25.0pp | 67.9%+25.0pp |
| Annual return | -6533.94% | 1.72%-6535.7pp | 42.32%-6576.3pp | -7.84%-6526.1pp |
| Employer contribution / active EE | $17,521 | $1,650+962.2% | $2,812+523.0% | $2,596+574.9% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $19 | $3,041-99.4% | $5,425-99.7% | $5,403-99.6% |