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 7-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 | $9,847 | $211,958-95.4% | $169,463-94.2% | $135,375-92.7% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -35.30% | 3.26%-38.6pp | 1.83%-37.1pp | 519.73%-555.0pp |
| Employer contribution / active EE | $2,546 | $5,120-50.3% | $4,159-38.8% | $4,779-46.7% |
| Participant deferral / active EE | $4,308 | $6,075-29.1% | $5,277-18.4% | $5,609-23.2% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |