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 | $6,742 | $95,862-93.0% | $79,550-91.5% | $134,475-95.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -398.72% | -2.69%-396.0pp | 0.16%-398.9pp | 417.96%-816.7pp |
| Employer contribution / active EE | $681 | $3,128-78.2% | $2,413-71.8% | $4,740-85.6% |
| Participant deferral / active EE | $5,636 | $4,693+20.1% | $3,985+41.4% | $6,400-11.9% |
| Admin fee / account holder | $9 | $9,126-99.9% | $6,832-99.9% | $11,426-99.9% |