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 6-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 | $1,403 | $45,863-96.9% | $77,024-98.2% | $68,494-98.0% |
| Participation rate | 93.5% | 55.9%+37.6pp | 67.9%+25.6pp | 67.9%+25.7pp |
| Annual return | -22.37% | 1.72%-24.1pp | 42.32%-64.7pp | -7.84%-14.5pp |
| Employer contribution / active EE | $706 | $1,650-57.2% | $2,812-74.9% | $2,596-72.8% |
| Participant deferral / active EE | $1,332 | $2,962-55.0% | $4,426-69.9% | $4,027-66.9% |
| Admin fee / account holder | $117 | $3,041-96.1% | $5,425-97.8% | $5,403-97.8% |