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 5-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 | $3,452 | $95,862-96.4% | $79,550-95.7% | $134,475-97.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.21% | -2.69%-23.5pp | 0.16%-26.4pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,557 | $3,128-50.2% | $2,413-35.5% | $4,740-67.2% |
| Participant deferral / active EE | $1,557 | $4,693-66.8% | $3,985-60.9% | $6,400-75.7% |
| Admin fee / account holder | $13 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |