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 6-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 | $5,391 | $93,024-94.2% | $77,024-93.0% | $134,475-96.0% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.8pp | 81.2%+5.4pp |
| Annual return | -25.98% | 62.60%-88.6pp | 42.32%-68.3pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,313 | $3,418-61.6% | $2,812-53.3% | $4,740-72.3% |
| Participant deferral / active EE | $2,513 | $5,238-52.0% | $4,426-43.2% | $6,400-60.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |