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 | $4,325 | $82,286-94.7% | $68,791-93.7% | $134,475-96.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -41.39% | -2.19%-39.2pp | -6.38%-35.0pp | 417.96%-459.4pp |
| Employer contribution / active EE | $1,022 | $3,301-69.0% | $2,655-61.5% | $4,740-78.4% |
| Participant deferral / active EE | $3,254 | $4,739-31.3% | $3,941-17.4% | $6,400-49.2% |
| Admin fee / account holder | $149 | $6,481-97.7% | $4,932-97.0% | $11,426-98.7% |