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 | $3,874 | $106,543-96.4% | $91,220-95.8% | $134,475-97.1% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -33.23% | 160.60%-193.8pp | 114.01%-147.2pp | 417.96%-451.2pp |
| Employer contribution / active EE | $443 | $3,331-86.7% | $2,850-84.5% | $4,740-90.7% |
| Participant deferral / active EE | $1,157 | $4,719-75.5% | $4,234-72.7% | $6,400-81.9% |
| Admin fee / account holder | $25 | $6,231-99.6% | $5,420-99.5% | $11,426-99.8% |