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 | $2,088 | $106,543-98.0% | $91,220-97.7% | $134,475-98.4% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -29.21% | 160.60%-189.8pp | 114.01%-143.2pp | 417.96%-447.2pp |
| Employer contribution / active EE | $887 | $3,331-73.4% | $2,850-68.9% | $4,740-81.3% |
| Participant deferral / active EE | $1,386 | $4,719-70.6% | $4,234-67.3% | $6,400-78.3% |
| Admin fee / account holder | $184 | $6,231-97.0% | $5,420-96.6% | $11,426-98.4% |