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 | $5,669 | $167,307-96.6% | $143,757-96.1% | $134,475-95.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.10% | 0.46%-30.6pp | -0.04%-30.1pp | 417.96%-448.1pp |
| Employer contribution / active EE | $2,981 | $5,619-47.0% | $4,951-39.8% | $4,740-37.1% |
| Participant deferral / active EE | $3,489 | $6,446-45.9% | $5,637-38.1% | $6,400-45.5% |
| Admin fee / account holder | $5 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |