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 | $5,980 | $97,757-93.9% | $83,848-92.9% | $135,375-95.6% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -51.26% | 1287.37%-1338.6pp | 850.88%-902.1pp | 519.73%-571.0pp |
| Employer contribution / active EE | $1,692 | $4,222-59.9% | $3,631-53.4% | $4,779-64.6% |
| Participant deferral / active EE | $3,099 | $4,682-33.8% | $4,082-24.1% | $5,609-44.7% |
| Admin fee / account holder | $201 | $6,674-97.0% | $5,478-96.3% | $10,827-98.1% |