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 8-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 | $4,621 | $82,286-94.4% | $68,791-93.3% | $134,475-96.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.67% | -2.19%-19.5pp | -6.38%-15.3pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,080 | $3,301-67.3% | $2,655-59.3% | $4,740-77.2% |
| Participant deferral / active EE | $1,080 | $4,739-77.2% | $3,941-72.6% | $6,400-83.1% |
| Admin fee / account holder | $17 | $6,481-99.7% | $4,932-99.7% | $11,426-99.9% |