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 | $4,367 | $97,757-95.5% | $83,848-94.8% | $135,375-96.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -40.24% | 1287.37%-1327.6pp | 850.88%-891.1pp | 519.73%-560.0pp |
| Employer contribution / active EE | $1,914 | $4,222-54.7% | $3,631-47.3% | $4,779-60.0% |
| Participant deferral / active EE | $1,973 | $4,682-57.9% | $4,082-51.7% | $5,609-64.8% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |