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 | $6,760 | $97,757-93.1% | $83,848-91.9% | $135,375-95.0% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -17.72% | 1287.37%-1305.1pp | 850.88%-868.6pp | 519.73%-537.5pp |
| Employer contribution / active EE | $1,068 | $4,222-74.7% | $3,631-70.6% | $4,779-77.6% |
| Participant deferral / active EE | $3,976 | $4,682-15.1% | $4,082-2.6% | $5,609-29.1% |
| Admin fee / account holder | $19 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |