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 | $4,513 | $95,862-95.3% | $79,550-94.3% | $134,475-96.6% |
| Participation rate | 95.5% | 75.0%+20.4pp | 69.5%+26.0pp | 81.2%+14.2pp |
| Annual return | -33.47% | -2.69%-30.8pp | 0.16%-33.6pp | 417.96%-451.4pp |
| Employer contribution / active EE | $1,089 | $3,128-65.2% | $2,413-54.9% | $4,740-77.0% |
| Participant deferral / active EE | $3,062 | $4,693-34.8% | $3,985-23.2% | $6,400-52.2% |
| Admin fee / account holder | $77 | $9,126-99.2% | $6,832-98.9% | $11,426-99.3% |