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 | $5,534 | $97,757-94.3% | $83,848-93.4% | $135,375-95.9% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -13.02% | 1287.37%-1300.4pp | 850.88%-863.9pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,558 | $4,222-63.1% | $3,631-57.1% | $4,779-67.4% |
| Participant deferral / active EE | $2,595 | $4,682-44.6% | $4,082-36.4% | $5,609-53.7% |
| Admin fee / account holder | $23 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |