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 10-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 | $4,931 | $52,681-90.6% | $75,781-93.5% | $59,632-91.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.35% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $2,135 | $2,193-2.7% | $3,323-35.8% | $2,203-3.1% |
| Participant deferral / active EE | $1,444 | $2,591-44.3% | $3,651-60.5% | $3,192-54.8% |
| Admin fee / account holder | $11 | $3,610-99.7% | $5,299-99.8% | $4,297-99.8% |