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 | $1,987 | $73,867-97.3% | $143,757-98.6% | $68,494-97.1% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -51.53% | 1.01%-52.5pp | -0.04%-51.5pp | -7.84%-43.7pp |
| Employer contribution / active EE | $812 | $3,184-74.5% | $4,951-83.6% | $2,596-68.7% |
| Participant deferral / active EE | $1,056 | $3,384-68.8% | $5,637-81.3% | $4,027-73.8% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |