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 | $4,001 | $115,770-96.5% | $101,248-96.0% | $158,922-97.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | -0.27% | 56.14%-56.4pp | 46.47%-46.7pp | 302.83%-303.1pp |
| Employer contribution / active EE | $1,224 | $4,175-70.7% | $3,660-66.6% | $4,761-74.3% |
| Participant deferral / active EE | $2,002 | $4,957-59.6% | $4,370-54.2% | $5,982-66.5% |
| Admin fee / account holder | $16 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |