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 | $3,823 | $95,862-96.0% | $79,550-95.2% | $134,475-97.2% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -34.65% | -2.69%-32.0pp | 0.16%-34.8pp | 417.96%-452.6pp |
| Employer contribution / active EE | $1,777 | $3,128-43.2% | $2,413-26.4% | $4,740-62.5% |
| Participant deferral / active EE | $2,372 | $4,693-49.5% | $3,985-40.5% | $6,400-62.9% |
| Admin fee / account holder | $203 | $9,126-97.8% | $6,832-97.0% | $11,426-98.2% |