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 | $9,030 | $180,449-95.0% | $154,107-94.1% | $135,375-93.3% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -18.71% | 888.09%-906.8pp | 735.12%-753.8pp | 519.73%-538.4pp |
| Employer contribution / active EE | $1,566 | $6,035-74.1% | $5,298-70.4% | $4,779-67.2% |
| Participant deferral / active EE | $3,995 | $5,806-31.2% | $5,081-21.4% | $5,609-28.8% |
| Admin fee / account holder | $29 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |