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 5-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 | $6,091 | $209,336-97.1% | $197,124-96.9% | $137,256-95.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -99.86% | 48.09%-147.9pp | 44.34%-144.2pp | 220.34%-320.2pp |
| Employer contribution / active EE | $1,748 | $6,591-73.5% | $6,227-71.9% | $4,156-57.9% |
| Participant deferral / active EE | $3,879 | $9,614-59.7% | $9,135-57.5% | $6,407-39.5% |
| Admin fee / account holder | $88 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |