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 8-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 | $5,555 | $158,817-96.5% | $121,196-95.4% | $135,375-95.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.7%-0.3pp | 82.6%-11.2pp |
| Annual return | -64.50% | -0.64%-63.9pp | 16.93%-81.4pp | 519.73%-584.2pp |
| Employer contribution / active EE | $1,375 | $5,665-75.7% | $4,022-65.8% | $4,779-71.2% |
| Participant deferral / active EE | $2,350 | $4,005-41.3% | $3,344-29.7% | $5,609-58.1% |
| Admin fee / account holder | $55 | $6,512-99.2% | $5,019-98.9% | $10,827-99.5% |