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 | $2,362 | $90,503-97.4% | $78,689-97.0% | $273,961-99.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.01% | 75.60%-76.6pp | 62.18%-63.2pp | 41.45%-42.5pp |
| Employer contribution / active EE | $866 | $3,176-72.7% | $2,851-69.6% | $4,869-82.2% |
| Participant deferral / active EE | $1,299 | $3,901-66.7% | $3,517-63.1% | $5,287-75.4% |
| Admin fee / account holder | $5 | $5,263-99.9% | $4,510-99.9% | $10,132-100.0% |