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 | $3,068 | $95,862-96.8% | $79,550-96.1% | $134,475-97.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -35.60% | -2.69%-32.9pp | 0.16%-35.8pp | 417.96%-453.6pp |
| Employer contribution / active EE | $923 | $3,128-70.5% | $2,413-61.7% | $4,740-80.5% |
| Participant deferral / active EE | $1,508 | $4,693-67.9% | $3,985-62.2% | $6,400-76.4% |
| Admin fee / account holder | $14 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |