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 | $4,870 | $93,024-94.8% | $77,024-93.7% | $134,475-96.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.44% | 62.60%-85.0pp | 42.32%-64.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,453 | $3,418-57.5% | $2,812-48.3% | $4,740-69.3% |
| Participant deferral / active EE | $2,759 | $5,238-47.3% | $4,426-37.7% | $6,400-56.9% |
| Admin fee / account holder | $17 | $6,944-99.8% | $5,425-99.7% | $11,426-99.8% |