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 | $645 | $27,641-97.7% | $61,373-98.9% | $68,494-99.1% |
| Participation rate | 96.7% | 39.5%+57.2pp | 52.6%+44.1pp | 67.9%+28.8pp |
| Annual return | -25.59% | -13.24%-12.4pp | 338.61%-364.2pp | -7.84%-17.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $411 | $1,263-67.4% | $2,125-80.7% | $4,027-89.8% |
| Admin fee / account holder | $55 | $2,010-97.3% | $2,130-97.4% | $5,403-99.0% |