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 | $5,207 | $54,350-90.4% | $82,719-93.7% | $68,494-92.4% |
| Participation rate | 93.9% | 63.9%+30.0pp | 72.6%+21.4pp | 67.9%+26.1pp |
| Annual return | -26.75% | -13.67%-13.1pp | 701.18%-727.9pp | -7.84%-18.9pp |
| Employer contribution / active EE | $763 | $2,218-65.6% | $3,009-74.6% | $2,596-70.6% |
| Participant deferral / active EE | $1,379 | $3,246-57.5% | $4,395-68.6% | $4,027-65.8% |
| Admin fee / account holder | $285 | $4,395-93.5% | $5,329-94.7% | $5,403-94.7% |