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 | $8,699 | $90,503-90.4% | $78,689-88.9% | $273,961-96.8% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | -26.29% | 75.60%-101.9pp | 62.18%-88.5pp | 41.45%-67.7pp |
| Employer contribution / active EE | $2,274 | $3,176-28.4% | $2,851-20.2% | $4,869-53.3% |
| Participant deferral / active EE | $4,172 | $3,901+6.9% | $3,517+18.6% | $5,287-21.1% |
| Admin fee / account holder | $13 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |