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 8-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 | $409 | $176,377-99.8% | $134,143-99.7% | $158,922-99.7% |
| Participation rate | 73.3% | 78.7%-5.4pp | 72.2%+1.2pp | 82.0%-8.6pp |
| Annual return | -10.99% | 63.63%-74.6pp | 36.33%-47.3pp | 302.83%-313.8pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $159 | $4,091-96.1% | $3,499-95.5% | $5,982-97.3% |
| Admin fee / account holder | $83 | $8,718-99.0% | $6,684-98.8% | $11,246-99.3% |