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 | $6,525 | $87,540-92.5% | $75,781-91.4% | $125,391-94.8% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -38.82% | 13.48%-52.3pp | 9.68%-48.5pp | 282.22%-321.0pp |
| Employer contribution / active EE | $891 | $3,930-77.3% | $3,323-73.2% | $4,866-81.7% |
| Participant deferral / active EE | $2,932 | $4,229-30.7% | $3,651-19.7% | $5,352-45.2% |
| Admin fee / account holder | $5 | $6,502-99.9% | $5,299-99.9% | $9,540-99.9% |