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 | $8,893 | $97,757-90.9% | $83,848-89.4% | $135,375-93.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -18.18% | 1287.37%-1305.5pp | 850.88%-869.1pp | 519.73%-537.9pp |
| Employer contribution / active EE | $2,247 | $4,222-46.8% | $3,631-38.1% | $4,779-53.0% |
| Participant deferral / active EE | $2,247 | $4,682-52.0% | $4,082-45.0% | $5,609-59.9% |
| Admin fee / account holder | $104 | $6,674-98.4% | $5,478-98.1% | $10,827-99.0% |