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 | $5,757 | $93,024-93.8% | $77,024-92.5% | $134,475-95.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -27.97% | 62.60%-90.6pp | 42.32%-70.3pp | 417.96%-445.9pp |
| Employer contribution / active EE | $1,024 | $3,418-70.0% | $2,812-63.6% | $4,740-78.4% |
| Participant deferral / active EE | $3,415 | $5,238-34.8% | $4,426-22.8% | $6,400-46.6% |
| Admin fee / account holder | $47 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |