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 4-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 | $864 | $84,402-99.0% | $61,373-98.6% | $134,475-99.4% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | -24.90% | 584.55%-609.4pp | 338.61%-363.5pp | 417.96%-442.9pp |
| Employer contribution / active EE | $527 | $1,544-65.9% | $1,159-54.6% | $4,740-88.9% |
| Participant deferral / active EE | $780 | $2,819-72.3% | $2,125-63.3% | $6,400-87.8% |
| Admin fee / account holder | $62 | $2,585-97.6% | $2,130-97.1% | $11,426-99.5% |