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 | $3,707 | $93,024-96.0% | $77,024-95.2% | $134,475-97.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.53% | 62.60%-88.1pp | 42.32%-67.8pp | 417.96%-443.5pp |
| Employer contribution / active EE | $388 | $3,418-88.6% | $2,812-86.2% | $4,740-91.8% |
| Participant deferral / active EE | $1,694 | $5,238-67.7% | $4,426-61.7% | $6,400-73.5% |
| Admin fee / account holder | $28 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |