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 | $4,404 | $97,757-95.5% | $83,848-94.7% | $135,375-96.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -39.67% | 1287.37%-1327.0pp | 850.88%-890.5pp | 519.73%-559.4pp |
| Employer contribution / active EE | $1,537 | $4,222-63.6% | $3,631-57.7% | $4,779-67.8% |
| Participant deferral / active EE | $2,427 | $4,682-48.2% | $4,082-40.5% | $5,609-56.7% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |