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 | $4,221 | $90,600-95.3% | $79,464-94.7% | $135,375-96.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -16.80% | 977.43%-994.2pp | 718.14%-734.9pp | 519.73%-536.5pp |
| Employer contribution / active EE | $1,094 | $3,068-64.3% | $2,800-60.9% | $4,779-77.1% |
| Participant deferral / active EE | $1,723 | $4,050-57.5% | $3,704-53.5% | $5,609-69.3% |
| Admin fee / account holder | $22 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |