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 7-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 | $6,989 | $99,640-93.0% | $86,436-91.9% | $134,475-94.8% |
| Participation rate | 86.4% | 82.0%+4.3pp | 80.3%+6.0pp | 81.2%+5.1pp |
| Annual return | -21.02% | 6782.58%-6803.6pp | 4394.89%-4415.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,253 | $4,400-48.8% | $3,769-40.2% | $4,740-52.5% |
| Participant deferral / active EE | $2,981 | $7,246-58.9% | $6,952-57.1% | $6,400-53.4% |
| Admin fee / account holder | $10 | $8,371-99.9% | $6,731-99.8% | $11,426-99.9% |