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 | $3,210 | $67,331-95.2% | $60,874-94.7% | $134,475-97.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.40% | 49.93%-73.3pp | 16.90%-40.3pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,034 | $3,096-66.6% | $2,701-61.7% | $4,740-78.2% |
| Participant deferral / active EE | $1,206 | $4,538-73.4% | $3,817-68.4% | $6,400-81.2% |
| Admin fee / account holder | $10 | $4,582-99.8% | $3,224-99.7% | $11,426-99.9% |