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 | $4,037 | $67,331-94.0% | $60,874-93.4% | $134,475-97.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.95% | 49.93%-73.9pp | 16.90%-40.8pp | 417.96%-441.9pp |
| Employer contribution / active EE | $724 | $3,096-76.6% | $2,701-73.2% | $4,740-84.7% |
| Participant deferral / active EE | $1,037 | $4,538-77.2% | $3,817-72.8% | $6,400-83.8% |
| Admin fee / account holder | $135 | $4,582-97.1% | $3,224-95.8% | $11,426-98.8% |