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 7-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 | $3,138 | $110,502-97.2% | $80,716-96.1% | $167,490-98.1% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | -0.21% | 120.54%-120.8pp | 87.28%-87.5pp | 478.56%-478.8pp |
| Employer contribution / active EE | $1,224 | $1,543-20.7% | $1,160+5.5% | $4,837-74.7% |
| Participant deferral / active EE | $233 | $2,871-91.9% | $2,146-89.1% | $6,341-96.3% |
| Admin fee / account holder | $123 | $4,545-97.3% | $3,380-96.4% | $12,309-99.0% |