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 8-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 | $7,570 | $180,449-95.8% | $154,107-95.1% | $135,375-94.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -43.25% | 888.09%-931.3pp | 735.12%-778.4pp | 519.73%-563.0pp |
| Employer contribution / active EE | $2,390 | $6,035-60.4% | $5,298-54.9% | $4,779-50.0% |
| Participant deferral / active EE | $3,459 | $5,806-40.4% | $5,081-31.9% | $5,609-38.3% |
| Admin fee / account holder | $13 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |