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 | $4,973 | $90,600-94.5% | $79,464-93.7% | $135,375-96.3% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -26.99% | 977.43%-1004.4pp | 718.14%-745.1pp | 519.73%-546.7pp |
| Employer contribution / active EE | $1,212 | $3,068-60.5% | $2,800-56.7% | $4,779-74.6% |
| Participant deferral / active EE | $2,506 | $4,050-38.1% | $3,704-32.3% | $5,609-55.3% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |