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 5-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 | $4,348 | $152,509-97.1% | $117,472-96.3% | $134,475-96.8% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -33.15% | 52.99%-86.1pp | 29.74%-62.9pp | 417.96%-451.1pp |
| Employer contribution / active EE | $1,540 | $5,571-72.4% | $4,176-63.1% | $4,740-67.5% |
| Participant deferral / active EE | $2,259 | $4,818-53.1% | $4,070-44.5% | $6,400-64.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |