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 | $6,882 | $71,050-90.3% | $93,606-92.6% | $80,856-91.5% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.6%+12.4pp |
| Annual return | -97.55% | 11.26%-108.8pp | 133.20%-230.7pp | 35.59%-133.1pp |
| Employer contribution / active EE | $3,675 | $1,564+135.0% | $2,420+51.9% | $2,755+33.4% |
| Participant deferral / active EE | $2,758 | $4,034-31.6% | $4,411-37.5% | $4,296-35.8% |
| Admin fee / account holder | $34 | $6,945-99.5% | $8,285-99.6% | $6,918-99.5% |