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 | $3,752 | $106,543-96.5% | $91,220-95.9% | $134,475-97.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.41% | 160.60%-183.0pp | 114.01%-136.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $805 | $3,331-75.8% | $2,850-71.8% | $4,740-83.0% |
| Participant deferral / active EE | $3,750 | $4,719-20.5% | $4,234-11.4% | $6,400-41.4% |
| Admin fee / account holder | $31 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |