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 | $6,080 | $138,044-95.6% | $125,339-95.1% | $134,475-95.5% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -21.99% | 750.33%-772.3pp | 572.05%-594.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,389 | $5,243-73.5% | $4,814-71.1% | $4,740-70.7% |
| Participant deferral / active EE | $3,756 | $7,799-51.8% | $7,446-49.6% | $6,400-41.3% |
| Admin fee / account holder | $94 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |