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 7-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 | $4,400 | $95,862-95.4% | $79,550-94.5% | $134,475-96.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.99% | -2.69%-18.3pp | 0.16%-21.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,086 | $3,128-65.3% | $2,413-55.0% | $4,740-77.1% |
| Participant deferral / active EE | $1,998 | $4,693-57.4% | $3,985-49.9% | $6,400-68.8% |
| Admin fee / account holder | $174 | $9,126-98.1% | $6,832-97.5% | $11,426-98.5% |