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 | $4,692 | $97,757-95.2% | $83,848-94.4% | $135,375-96.5% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -46.69% | 1287.37%-1334.1pp | 850.88%-897.6pp | 519.73%-566.4pp |
| Employer contribution / active EE | $2,486 | $4,222-41.1% | $3,631-31.5% | $4,779-48.0% |
| Participant deferral / active EE | $1,954 | $4,682-58.3% | $4,082-52.1% | $5,609-65.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |