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 | $4,812 | $93,024-94.8% | $77,024-93.8% | $134,475-96.4% |
| Participation rate | 78.6% | 74.5%+4.1pp | 67.9%+10.7pp | 81.2%-2.7pp |
| Annual return | -57.04% | 62.60%-119.6pp | 42.32%-99.4pp | 417.96%-475.0pp |
| Employer contribution / active EE | $1,523 | $3,418-55.4% | $2,812-45.9% | $4,740-67.9% |
| Participant deferral / active EE | $2,678 | $5,238-48.9% | $4,426-39.5% | $6,400-58.2% |
| Admin fee / account holder | $227 | $6,944-96.7% | $5,425-95.8% | $11,426-98.0% |