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 | $3,959 | $77,813-94.9% | $123,544-96.8% | $64,186-93.8% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | -48.46% | 12.48%-60.9pp | 119.20%-167.7pp | 7.63%-56.1pp |
| Employer contribution / active EE | $622 | $3,014-79.4% | $4,628-86.6% | $2,381-73.9% |
| Participant deferral / active EE | $3,557 | $5,240-32.1% | $6,426-44.6% | $3,470+2.5% |
| Admin fee / account holder | $7 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |