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 | $7,646 | $97,757-92.2% | $83,848-90.9% | $135,375-94.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -23.93% | 1287.37%-1311.3pp | 850.88%-874.8pp | 519.73%-543.7pp |
| Employer contribution / active EE | $1,579 | $4,222-62.6% | $3,631-56.5% | $4,779-67.0% |
| Participant deferral / active EE | $3,351 | $4,682-28.4% | $4,082-17.9% | $5,609-40.3% |
| Admin fee / account holder | $159 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |