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 | $6,668 | $90,320-92.6% | $59,496-88.8% | $125,391-94.7% |
| Participation rate | 83.3% | 68.3%+15.0pp | 54.6%+28.8pp | 83.2%+0.1pp |
| Annual return | -35.20% | 369.13%-404.3pp | 182.05%-217.2pp | 282.22%-317.4pp |
| Employer contribution / active EE | $1,257 | $1,792-29.8% | $1,153+9.1% | $4,866-74.2% |
| Participant deferral / active EE | $3,406 | $2,716+25.4% | $1,829+86.2% | $5,352-36.4% |
| Admin fee / account holder | $45 | $3,063-98.5% | $2,232-98.0% | $9,540-99.5% |