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 | $2,616 | $97,757-97.3% | $83,848-96.9% | $135,375-98.1% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -57.26% | 1287.37%-1344.6pp | 850.88%-908.1pp | 519.73%-577.0pp |
| Employer contribution / active EE | $846 | $4,222-80.0% | $3,631-76.7% | $4,779-82.3% |
| Participant deferral / active EE | $1,391 | $4,682-70.3% | $4,082-65.9% | $5,609-75.2% |
| Admin fee / account holder | $94 | $6,674-98.6% | $5,478-98.3% | $10,827-99.1% |