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 | $6,205 | $190,805-96.7% | $159,960-96.1% | $134,475-95.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.18% | 552.23%-573.4pp | 408.60%-429.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,790 | $4,995-64.2% | $4,226-57.6% | $4,740-62.2% |
| Participant deferral / active EE | $5,770 | $6,923-16.7% | $6,182-6.7% | $6,400-9.8% |
| Admin fee / account holder | $40 | $10,471-99.6% | $8,698-99.5% | $11,426-99.7% |