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 4-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 | $437 | $84,402-99.5% | $61,373-99.3% | $134,475-99.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -39.50% | 584.55%-624.0pp | 338.61%-378.1pp | 417.96%-457.5pp |
| Employer contribution / active EE | $432 | $1,544-72.0% | $1,159-62.8% | $4,740-90.9% |
| Participant deferral / active EE | $448 | $2,819-84.1% | $2,125-78.9% | $6,400-93.0% |
| Admin fee / account holder | $21 | $2,585-99.2% | $2,130-99.0% | $11,426-99.8% |