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 | $4,464 | $93,024-95.2% | $77,024-94.2% | $134,475-96.7% |
| Participation rate | 94.4% | 74.5%+20.0pp | 67.9%+26.5pp | 81.2%+13.2pp |
| Annual return | -22.19% | 62.60%-84.8pp | 42.32%-64.5pp | 417.96%-440.2pp |
| Employer contribution / active EE | $879 | $3,418-74.3% | $2,812-68.7% | $4,740-81.5% |
| Participant deferral / active EE | $2,810 | $5,238-46.4% | $4,426-36.5% | $6,400-56.1% |
| Admin fee / account holder | $218 | $6,944-96.9% | $5,425-96.0% | $11,426-98.1% |