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 | $5,278 | $93,024-94.3% | $77,024-93.1% | $134,475-96.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.60% | 62.60%-86.2pp | 42.32%-65.9pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,047 | $3,418-69.4% | $2,812-62.8% | $4,740-77.9% |
| Participant deferral / active EE | $2,036 | $5,238-61.1% | $4,426-54.0% | $6,400-68.2% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |