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 10-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 | $3,310 | $107,791-96.9% | $90,645-96.3% | $135,375-97.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -13.76% | -0.90%-12.9pp | 1.88%-15.6pp | 519.73%-533.5pp |
| Employer contribution / active EE | $551 | $3,018-81.7% | $2,532-78.2% | $4,779-88.5% |
| Participant deferral / active EE | $1,609 | $3,872-58.5% | $3,425-53.0% | $5,609-71.3% |
| Admin fee / account holder | $221 | $5,930-96.3% | $4,994-95.6% | $10,827-98.0% |