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 | $3,271 | $97,044-96.6% | $83,333-96.1% | $135,375-97.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -21.59% | 12.31%-33.9pp | 10.63%-32.2pp | 519.73%-541.3pp |
| Employer contribution / active EE | $841 | $4,143-79.7% | $3,379-75.1% | $4,779-82.4% |
| Participant deferral / active EE | $2,088 | $5,964-65.0% | $5,565-62.5% | $5,609-62.8% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |