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 | $4,958 | $54,350-90.9% | $82,719-94.0% | $68,494-92.8% |
| Participation rate | 76.0% | 63.9%+12.1pp | 72.6%+3.4pp | 67.9%+8.1pp |
| Annual return | -84.73% | -13.67%-71.1pp | 701.18%-785.9pp | -7.84%-76.9pp |
| Employer contribution / active EE | $2,155 | $2,218-2.9% | $3,009-28.4% | $2,596-17.0% |
| Participant deferral / active EE | $2,358 | $3,246-27.3% | $4,395-46.3% | $4,027-41.4% |
| Admin fee / account holder | $208 | $4,395-95.3% | $5,329-96.1% | $5,403-96.1% |