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 | $8,618 | $97,044-91.1% | $83,333-89.7% | $135,375-93.6% |
| Participation rate | 90.0% | 80.4%+9.6pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -75.76% | 12.31%-88.1pp | 10.63%-86.4pp | 519.73%-595.5pp |
| Employer contribution / active EE | $2,149 | $4,143-48.1% | $3,379-36.4% | $4,779-55.0% |
| Participant deferral / active EE | $5,334 | $5,964-10.6% | $5,565-4.1% | $5,609-4.9% |
| Admin fee / account holder | $58 | $8,380-99.3% | $7,510-99.2% | $10,827-99.5% |