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 | $3,578 | $105,860-96.6% | $90,749-96.1% | $134,475-97.3% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.7%+6.7pp | 81.2%+1.1pp |
| Annual return | -39.27% | -11.01%-28.3pp | -12.16%-27.1pp | 417.96%-457.2pp |
| Employer contribution / active EE | $1,368 | $3,462-60.5% | $2,921-53.2% | $4,740-71.1% |
| Participant deferral / active EE | $2,068 | $5,216-60.4% | $4,564-54.7% | $6,400-67.7% |
| Admin fee / account holder | $300 | $13,938-97.9% | $8,445-96.5% | $11,426-97.4% |