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 | $2,955 | $93,024-96.8% | $77,024-96.2% | $134,475-97.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -36.98% | 62.60%-99.6pp | 42.32%-79.3pp | 417.96%-454.9pp |
| Employer contribution / active EE | $1,127 | $3,418-67.0% | $2,812-59.9% | $4,740-76.2% |
| Participant deferral / active EE | $1,441 | $5,238-72.5% | $4,426-67.5% | $6,400-77.5% |
| Admin fee / account holder | $2 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |