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 6-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 | $4,217 | $95,862-95.6% | $79,550-94.7% | $134,475-96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.01% | -2.69%-22.3pp | 0.16%-25.2pp | 417.96%-443.0pp |
| Employer contribution / active EE | $985 | $3,128-68.5% | $2,413-59.2% | $4,740-79.2% |
| Participant deferral / active EE | $1,577 | $4,693-66.4% | $3,985-60.4% | $6,400-75.4% |
| Admin fee / account holder | $17 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |