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 10-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 | $5,519 | $101,069-94.5% | $81,478-93.2% | $147,584-96.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | -45.67% | 32.40%-78.1pp | 38.78%-84.5pp | 578.55%-624.2pp |
| Employer contribution / active EE | $2,003 | $3,205-37.5% | $2,568-22.0% | $4,876-58.9% |
| Participant deferral / active EE | $4,063 | $4,242-4.2% | $3,537+14.9% | $5,439-25.3% |
| Admin fee / account holder | $19 | $5,812-99.7% | $4,561-99.6% | $10,885-99.8% |