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 | $2,645 | $152,509-98.3% | $117,472-97.7% | $134,475-98.0% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -25.80% | 52.99%-78.8pp | 29.74%-55.5pp | 417.96%-443.8pp |
| Employer contribution / active EE | $648 | $5,571-88.4% | $4,176-84.5% | $4,740-86.3% |
| Participant deferral / active EE | $1,328 | $4,818-72.4% | $4,070-67.4% | $6,400-79.2% |
| Admin fee / account holder | $106 | $7,004-98.5% | $5,645-98.1% | $11,426-99.1% |