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 | $8,474 | $97,757-91.3% | $83,848-89.9% | $135,375-93.7% |
| Participation rate | 95.7% | 80.0%+15.7pp | 76.1%+19.5pp | 82.6%+13.0pp |
| Annual return | -10.62% | 1287.37%-1298.0pp | 850.88%-861.5pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,047 | $4,222-51.5% | $3,631-43.6% | $4,779-57.2% |
| Participant deferral / active EE | $3,131 | $4,682-33.1% | $4,082-23.3% | $5,609-44.2% |
| Admin fee / account holder | $21 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |