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 | $6,568 | $106,515-93.8% | $96,683-93.2% | $139,434-95.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -107.81% | 38.43%-146.2pp | 35.69%-143.5pp | 372.94%-480.7pp |
| Employer contribution / active EE | $1,193 | $4,103-70.9% | $3,737-68.1% | $4,751-74.9% |
| Participant deferral / active EE | $5,756 | $5,454+5.5% | $4,878+18.0% | $6,710-14.2% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |