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 | $6,232 | $93,024-93.3% | $77,024-91.9% | $134,475-95.4% |
| Participation rate | 95.2% | 74.5%+20.8pp | 67.9%+27.3pp | 81.2%+14.0pp |
| Annual return | -24.04% | 62.60%-86.6pp | 42.32%-66.4pp | 417.96%-442.0pp |
| Employer contribution / active EE | $952 | $3,418-72.1% | $2,812-66.1% | $4,740-79.9% |
| Participant deferral / active EE | $2,502 | $5,238-52.2% | $4,426-43.5% | $6,400-60.9% |
| Admin fee / account holder | $18 | $6,944-99.7% | $5,425-99.7% | $11,426-99.8% |