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 | $4,240 | $76,000-94.4% | $154,107-97.2% | $64,186-93.4% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | -30.79% | 30.32%-61.1pp | 735.12%-765.9pp | 7.63%-38.4pp |
| Employer contribution / active EE | $2,189 | $3,351-34.7% | $5,298-58.7% | $2,381-8.0% |
| Participant deferral / active EE | $1,294 | $3,175-59.2% | $5,081-74.5% | $3,470-62.7% |
| Admin fee / account holder | $286 | $5,596-94.9% | $13,411-97.9% | $4,888-94.2% |