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 | $4,385 | $67,331-93.5% | $60,874-92.8% | $134,475-96.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -21.66% | 49.93%-71.6pp | 16.90%-38.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $905 | $3,096-70.8% | $2,701-66.5% | $4,740-80.9% |
| Participant deferral / active EE | $3,000 | $4,538-33.9% | $3,817-21.4% | $6,400-53.1% |
| Admin fee / account holder | $12 | $4,582-99.7% | $3,224-99.6% | $11,426-99.9% |