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 | $9,907 | $135,635-92.7% | $110,238-91.0% | $135,375-92.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -28.81% | 513.19%-542.0pp | 314.74%-343.5pp | 519.73%-548.5pp |
| Employer contribution / active EE | $2,507 | $4,906-48.9% | $3,826-34.5% | $4,779-47.5% |
| Participant deferral / active EE | $5,129 | $5,506-6.9% | $4,672+9.8% | $5,609-8.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |