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 6-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 | $4,071 | $117,690-96.5% | $71,735-94.3% | $134,475-97.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -24.66% | 25.44%-50.1pp | 9.14%-33.8pp | 417.96%-442.6pp |
| Employer contribution / active EE | $986 | $2,525-60.9% | $1,704-42.1% | $4,740-79.2% |
| Participant deferral / active EE | $1,222 | $3,759-67.5% | $2,658-54.0% | $6,400-80.9% |
| Admin fee / account holder | $74 | $6,379-98.8% | $3,974-98.1% | $11,426-99.4% |