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 4-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 | $9,478 | $138,044-93.1% | $125,339-92.4% | $134,475-93.0% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -29.16% | 750.33%-779.5pp | 572.05%-601.2pp | 417.96%-447.1pp |
| Employer contribution / active EE | $2,156 | $5,243-58.9% | $4,814-55.2% | $4,740-54.5% |
| Participant deferral / active EE | $4,263 | $7,799-45.3% | $7,446-42.8% | $6,400-33.4% |
| Admin fee / account holder | $56 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |