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 | $3,682 | $76,000-95.2% | $154,107-97.6% | $64,186-94.3% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | -19.79% | 30.32%-50.1pp | 735.12%-754.9pp | 7.63%-27.4pp |
| Employer contribution / active EE | $709 | $3,351-78.8% | $5,298-86.6% | $2,381-70.2% |
| Participant deferral / active EE | $1,980 | $3,175-37.6% | $5,081-61.0% | $3,470-42.9% |
| Admin fee / account holder | $53 | $5,596-99.1% | $13,411-99.6% | $4,888-98.9% |