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 | $7,720 | $90,600-91.5% | $79,464-90.3% | $135,375-94.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.45% | 977.43%-990.9pp | 718.14%-731.6pp | 519.73%-533.2pp |
| Employer contribution / active EE | $3,263 | $3,068+6.3% | $2,800+16.5% | $4,779-31.7% |
| Participant deferral / active EE | $2,577 | $4,050-36.4% | $3,704-30.4% | $5,609-54.0% |
| Admin fee / account holder | $20 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |