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 | $8,499 | $97,757-91.3% | $83,848-89.9% | $135,375-93.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -52.77% | 1287.37%-1340.1pp | 850.88%-903.6pp | 519.73%-572.5pp |
| Employer contribution / active EE | $3,503 | $4,222-17.0% | $3,631-3.5% | $4,779-26.7% |
| Participant deferral / active EE | $4,379 | $4,682-6.5% | $4,082+7.3% | $5,609-21.9% |
| Admin fee / account holder | $29 | $6,674-99.6% | $5,478-99.5% | $10,827-99.7% |