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 | $4,620 | $106,543-95.7% | $91,220-94.9% | $134,475-96.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.55% | 160.60%-183.1pp | 114.01%-136.6pp | 417.96%-440.5pp |
| Employer contribution / active EE | $791 | $3,331-76.3% | $2,850-72.3% | $4,740-83.3% |
| Participant deferral / active EE | $1,666 | $4,719-64.7% | $4,234-60.7% | $6,400-74.0% |
| Admin fee / account holder | $49 | $6,231-99.2% | $5,420-99.1% | $11,426-99.6% |