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 4-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 | $7,440 | $138,044-94.6% | $125,339-94.1% | $134,475-94.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -25.71% | 750.33%-776.0pp | 572.05%-597.8pp | 417.96%-443.7pp |
| Employer contribution / active EE | $1,712 | $5,243-67.4% | $4,814-64.4% | $4,740-63.9% |
| Participant deferral / active EE | $3,517 | $7,799-54.9% | $7,446-52.8% | $6,400-45.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |