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 | $2,664 | $93,024-97.1% | $77,024-96.5% | $134,475-98.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -37.87% | 62.60%-100.5pp | 42.32%-80.2pp | 417.96%-455.8pp |
| Employer contribution / active EE | $1,037 | $3,418-69.7% | $2,812-63.1% | $4,740-78.1% |
| Participant deferral / active EE | $1,217 | $5,238-76.8% | $4,426-72.5% | $6,400-81.0% |
| Admin fee / account holder | $78 | $6,944-98.9% | $5,425-98.6% | $11,426-99.3% |