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 | $7,785 | $64,707-88.0% | $112,228-93.1% | $68,494-88.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -25.52% | -11.40%-14.1pp | 27.45%-53.0pp | -7.84%-17.7pp |
| Employer contribution / active EE | $3,477 | $2,746+26.6% | $3,635-4.3% | $2,596+33.9% |
| Participant deferral / active EE | $2,903 | $3,565-18.6% | $4,728-38.6% | $4,027-27.9% |
| Admin fee / account holder | $194 | $5,232-96.3% | $6,410-97.0% | $5,403-96.4% |