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 9-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 | $4,018 | $211,958-98.1% | $169,463-97.6% | $135,375-97.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.78% | 3.26%-18.0pp | 1.83%-16.6pp | 519.73%-534.5pp |
| Employer contribution / active EE | $671 | $5,120-86.9% | $4,159-83.9% | $4,779-86.0% |
| Participant deferral / active EE | $1,245 | $6,075-79.5% | $5,277-76.4% | $5,609-77.8% |
| Admin fee / account holder | $70 | $11,471-99.4% | $9,109-99.2% | $10,827-99.4% |