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 3-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 | $3,786 | $58,208-93.5% | $81,812-95.4% | $80,856-95.3% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 0.42% | 41.66%-41.2pp | 773.79%-773.4pp | 35.59%-35.2pp |
| Employer contribution / active EE | $1,637 | $2,340-30.1% | $2,912-43.8% | $2,755-40.6% |
| Participant deferral / active EE | $2,024 | $3,281-38.3% | $4,319-53.1% | $4,296-52.9% |
| Admin fee / account holder | $2 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |