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 10-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 | $8,800 | $48,076-81.7% | $78,689-88.8% | $62,891-86.0% |
| Participation rate | 94.3% | 65.2%+29.1pp | 73.6%+20.7pp | 69.3%+25.0pp |
| Annual return | -68.59% | 31.35%-99.9pp | 62.18%-130.8pp | 20.14%-88.7pp |
| Employer contribution / active EE | $8,684 | $2,015+331.0% | $2,851+204.6% | $2,281+280.7% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $41 | $3,207-98.7% | $4,510-99.1% | $4,296-99.0% |