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 | $3,491 | $152,509-97.7% | $117,472-97.0% | $134,475-97.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -24.15% | 52.99%-77.1pp | 29.74%-53.9pp | 417.96%-442.1pp |
| Employer contribution / active EE | $468 | $5,571-91.6% | $4,176-88.8% | $4,740-90.1% |
| Participant deferral / active EE | $575 | $4,818-88.1% | $4,070-85.9% | $6,400-91.0% |
| Admin fee / account holder | $94 | $7,004-98.7% | $5,645-98.3% | $11,426-99.2% |