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 | $7,574 | $76,000-90.0% | $154,107-95.1% | $64,186-88.2% |
| Participation rate | 73.3% | 70.4%+2.9pp | 83.0%-9.7pp | 69.6%+3.8pp |
| Annual return | -9.79% | 30.32%-40.1pp | 735.12%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,124 | $3,351-66.5% | $5,298-78.8% | $2,381-52.8% |
| Participant deferral / active EE | $2,063 | $3,175-35.0% | $5,081-59.4% | $3,470-40.5% |
| Admin fee / account holder | $170 | $5,596-97.0% | $13,411-98.7% | $4,888-96.5% |