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 4-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 | $7,960 | $105,860-92.5% | $90,749-91.2% | $134,475-94.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -24.24% | -11.01%-13.2pp | -12.16%-12.1pp | 417.96%-442.2pp |
| Employer contribution / active EE | $1,731 | $3,462-50.0% | $2,921-40.8% | $4,740-63.5% |
| Participant deferral / active EE | $3,297 | $5,216-36.8% | $4,564-27.8% | $6,400-48.5% |
| Admin fee / account holder | $56 | $13,938-99.6% | $8,445-99.3% | $11,426-99.5% |