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 8-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 | $9,040 | $180,449-95.0% | $154,107-94.1% | $135,375-93.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -63.33% | 888.09%-951.4pp | 735.12%-798.5pp | 519.73%-583.1pp |
| Employer contribution / active EE | $3,707 | $6,035-38.6% | $5,298-30.0% | $4,779-22.4% |
| Participant deferral / active EE | $4,923 | $5,806-15.2% | $5,081-3.1% | $5,609-12.2% |
| Admin fee / account holder | $120 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |