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 | $4,754 | $133,958-96.5% | $112,228-95.8% | $134,475-96.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.77% | 47.11%-67.9pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,338 | $4,038-42.1% | $3,635-35.7% | $4,740-50.7% |
| Participant deferral / active EE | $3,345 | $5,291-36.8% | $4,728-29.3% | $6,400-47.7% |
| Admin fee / account holder | $41 | $7,489-99.5% | $6,410-99.4% | $11,426-99.6% |