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 5-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 | $4,261 | $133,958-96.8% | $112,228-96.2% | $134,475-96.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.25% | 47.11%-72.4pp | 27.45%-52.7pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,589 | $4,038-60.6% | $3,635-56.3% | $4,740-66.5% |
| Participant deferral / active EE | $2,147 | $5,291-59.4% | $4,728-54.6% | $6,400-66.5% |
| Admin fee / account holder | $12 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |