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 | $914 | $106,543-99.1% | $91,220-99.0% | $134,475-99.3% |
| Participation rate | 81.0% | 76.8%+4.1pp | 73.2%+7.8pp | 81.2%-0.3pp |
| Annual return | -31.03% | 160.60%-191.6pp | 114.01%-145.0pp | 417.96%-449.0pp |
| Employer contribution / active EE | $420 | $3,331-87.4% | $2,850-85.3% | $4,740-91.1% |
| Participant deferral / active EE | $824 | $4,719-82.5% | $4,234-80.5% | $6,400-87.1% |
| Admin fee / account holder | $59 | $6,231-99.0% | $5,420-98.9% | $11,426-99.5% |