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 | $3,554 | $97,044-96.3% | $83,333-95.7% | $135,375-97.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -68.69% | 12.31%-81.0pp | 10.63%-79.3pp | 519.73%-588.4pp |
| Employer contribution / active EE | $1,039 | $4,143-74.9% | $3,379-69.3% | $4,779-78.3% |
| Participant deferral / active EE | $2,517 | $5,964-57.8% | $5,565-54.8% | $5,609-55.1% |
| Admin fee / account holder | $23 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |