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 | $6,241 | $106,543-94.1% | $91,220-93.2% | $134,475-95.4% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -32.67% | 160.60%-193.3pp | 114.01%-146.7pp | 417.96%-450.6pp |
| Employer contribution / active EE | $806 | $3,331-75.8% | $2,850-71.7% | $4,740-83.0% |
| Participant deferral / active EE | $3,716 | $4,719-21.3% | $4,234-12.2% | $6,400-41.9% |
| Admin fee / account holder | $247 | $6,231-96.0% | $5,420-95.4% | $11,426-97.8% |