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 5-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 | $10,991 | $138,044-92.0% | $125,339-91.2% | $134,475-91.8% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -23.95% | 750.33%-774.3pp | 572.05%-596.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,776 | $5,243-66.1% | $4,814-63.1% | $4,740-62.5% |
| Participant deferral / active EE | $4,837 | $7,799-38.0% | $7,446-35.0% | $6,400-24.4% |
| Admin fee / account holder | $132 | $11,571-98.9% | $10,010-98.7% | $11,426-98.8% |