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 | $2,172 | $106,543-98.0% | $91,220-97.6% | $134,475-98.4% |
| Participation rate | 94.7% | 76.8%+17.9pp | 73.2%+21.5pp | 81.2%+13.5pp |
| Annual return | -21.18% | 160.60%-181.8pp | 114.01%-135.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $515 | $3,331-84.5% | $2,850-81.9% | $4,740-89.1% |
| Participant deferral / active EE | $1,316 | $4,719-72.1% | $4,234-68.9% | $6,400-79.4% |
| Admin fee / account holder | $179 | $6,231-97.1% | $5,420-96.7% | $11,426-98.4% |