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 5-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 | $3,621 | $152,509-97.6% | $117,472-96.9% | $134,475-97.3% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -43.93% | 52.99%-96.9pp | 29.74%-73.7pp | 417.96%-461.9pp |
| Employer contribution / active EE | $940 | $5,571-83.1% | $4,176-77.5% | $4,740-80.2% |
| Participant deferral / active EE | $2,221 | $4,818-53.9% | $4,070-45.4% | $6,400-65.3% |
| Admin fee / account holder | $119 | $7,004-98.3% | $5,645-97.9% | $11,426-99.0% |