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 | $5,559 | $90,600-93.9% | $79,464-93.0% | $135,375-95.9% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -73.75% | 977.43%-1051.2pp | 718.14%-791.9pp | 519.73%-593.5pp |
| Employer contribution / active EE | $1,230 | $3,068-59.9% | $2,800-56.1% | $4,779-74.3% |
| Participant deferral / active EE | $4,405 | $4,050+8.8% | $3,704+18.9% | $5,609-21.5% |
| Admin fee / account holder | $148 | $5,907-97.5% | $5,113-97.1% | $10,827-98.6% |