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 | $6,487 | $92,703-93.0% | $82,719-92.2% | $134,475-95.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.91% | 944.92%-968.8pp | 701.18%-725.1pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,283 | $3,274-60.8% | $3,009-57.4% | $4,740-72.9% |
| Participant deferral / active EE | $2,016 | $4,802-58.0% | $4,395-54.1% | $6,400-68.5% |
| Admin fee / account holder | $206 | $5,983-96.6% | $5,329-96.1% | $11,426-98.2% |