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 | $6,274 | $69,010-90.9% | $159,960-96.1% | $68,494-90.8% |
| Participation rate | 92.3% | 65.4%+26.9pp | 78.0%+14.4pp | 67.9%+24.4pp |
| Annual return | -25.00% | -9.65%-15.4pp | 408.60%-433.6pp | -7.84%-17.2pp |
| Employer contribution / active EE | $1,720 | $2,213-22.3% | $4,226-59.3% | $2,596-33.7% |
| Participant deferral / active EE | $3,258 | $4,212-22.6% | $6,182-47.3% | $4,027-19.1% |
| Admin fee / account holder | $90 | $4,798-98.1% | $8,698-99.0% | $5,403-98.3% |