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 4-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 | $9,357 | $129,942-92.8% | $104,294-91.0% | $134,475-93.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -27.30% | 42.03%-69.3pp | 24.61%-51.9pp | 417.96%-445.3pp |
| Employer contribution / active EE | $1,567 | $4,184-62.5% | $3,372-53.5% | $4,740-66.9% |
| Participant deferral / active EE | $4,470 | $5,588-20.0% | $4,625-3.4% | $6,400-30.2% |
| Admin fee / account holder | $178 | $9,323-98.1% | $7,339-97.6% | $11,426-98.4% |