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 | $1,410 | $152,509-99.1% | $117,472-98.8% | $134,475-99.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.78% | 52.99%-76.8pp | 29.74%-53.5pp | 417.96%-441.7pp |
| Employer contribution / active EE | $706 | $5,571-87.3% | $4,176-83.1% | $4,740-85.1% |
| Participant deferral / active EE | $962 | $4,818-80.0% | $4,070-76.4% | $6,400-85.0% |
| Admin fee / account holder | $12 | $7,004-99.8% | $5,645-99.8% | $11,426-99.9% |