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 6-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 | $5,091 | $92,703-94.5% | $82,719-93.8% | $134,475-96.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -24.66% | 944.92%-969.6pp | 701.18%-725.8pp | 417.96%-442.6pp |
| Employer contribution / active EE | $1,302 | $3,274-60.2% | $3,009-56.7% | $4,740-72.5% |
| Participant deferral / active EE | $1,704 | $4,802-64.5% | $4,395-61.2% | $6,400-73.4% |
| Admin fee / account holder | $73 | $5,983-98.8% | $5,329-98.6% | $11,426-99.4% |