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 7-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 | $2,698 | $53,162-94.9% | $91,220-97.0% | $68,494-96.1% |
| Participation rate | 89.7% | 63.2%+26.4pp | 73.2%+16.5pp | 67.9%+21.8pp |
| Annual return | -21.72% | -3.14%-18.6pp | 114.01%-135.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $451 | $1,709-73.6% | $2,850-84.2% | $2,596-82.6% |
| Participant deferral / active EE | $1,146 | $2,974-61.5% | $4,234-72.9% | $4,027-71.5% |
| Admin fee / account holder | $17 | $4,493-99.6% | $5,420-99.7% | $5,403-99.7% |