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 5-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 | $8,371 | $99,640-91.6% | $86,436-90.3% | $134,475-93.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -29.74% | 6782.58%-6812.3pp | 4394.89%-4424.6pp | 417.96%-447.7pp |
| Employer contribution / active EE | $2,141 | $4,400-51.3% | $3,769-43.2% | $4,740-54.8% |
| Participant deferral / active EE | $4,277 | $7,246-41.0% | $6,952-38.5% | $6,400-33.2% |
| Admin fee / account holder | $274 | $8,371-96.7% | $6,731-95.9% | $11,426-97.6% |