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 | $4,976 | $180,449-97.2% | $154,107-96.8% | $135,375-96.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -82.67% | 888.09%-970.8pp | 735.12%-817.8pp | 519.73%-602.4pp |
| Employer contribution / active EE | $1,997 | $6,035-66.9% | $5,298-62.3% | $4,779-58.2% |
| Participant deferral / active EE | $2,921 | $5,806-49.7% | $5,081-42.5% | $5,609-47.9% |
| Admin fee / account holder | $10 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |