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 | $4,881 | $180,449-97.3% | $154,107-96.8% | $135,375-96.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -74.17% | 888.09%-962.3pp | 735.12%-809.3pp | 519.73%-593.9pp |
| Employer contribution / active EE | $1,971 | $6,035-67.3% | $5,298-62.8% | $4,779-58.8% |
| Participant deferral / active EE | $2,778 | $5,806-52.1% | $5,081-45.3% | $5,609-50.5% |
| Admin fee / account holder | $10 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |