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 | $4,018 | $95,862-95.8% | $79,550-94.9% | $134,475-97.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -22.76% | -2.69%-20.1pp | 0.16%-22.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,086 | $3,128-65.3% | $2,413-55.0% | $4,740-77.1% |
| Participant deferral / active EE | $1,345 | $4,693-71.3% | $3,985-66.2% | $6,400-79.0% |
| Admin fee / account holder | $14 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |