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 | $6,881 | $97,757-93.0% | $83,848-91.8% | $135,375-94.9% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -19.59% | 1287.37%-1307.0pp | 850.88%-870.5pp | 519.73%-539.3pp |
| Employer contribution / active EE | $1,710 | $4,222-59.5% | $3,631-52.9% | $4,779-64.2% |
| Participant deferral / active EE | $2,503 | $4,682-46.5% | $4,082-38.7% | $5,609-55.4% |
| Admin fee / account holder | $24 | $6,674-99.6% | $5,478-99.6% | $10,827-99.8% |