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 | $2,018 | $133,958-98.5% | $112,228-98.2% | $134,475-98.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -38.75% | 47.11%-85.9pp | 27.45%-66.2pp | 417.96%-456.7pp |
| Employer contribution / active EE | $808 | $4,038-80.0% | $3,635-77.8% | $4,740-82.9% |
| Participant deferral / active EE | $1,491 | $5,291-71.8% | $4,728-68.5% | $6,400-76.7% |
| Admin fee / account holder | $170 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |