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 | $12,367 | $97,757-87.3% | $83,848-85.3% | $135,375-90.9% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -18.12% | 1287.37%-1305.5pp | 850.88%-869.0pp | 519.73%-537.8pp |
| Employer contribution / active EE | $2,211 | $4,222-47.6% | $3,631-39.1% | $4,779-53.7% |
| Participant deferral / active EE | $6,238 | $4,682+33.2% | $4,082+52.8% | $5,609+11.2% |
| Admin fee / account holder | $236 | $6,674-96.5% | $5,478-95.7% | $10,827-97.8% |