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 | $6,370 | $95,862-93.4% | $79,550-92.0% | $134,475-95.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -23.54% | -2.69%-20.9pp | 0.16%-23.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,053 | $3,128-66.4% | $2,413-56.4% | $4,740-77.8% |
| Participant deferral / active EE | $2,105 | $4,693-55.2% | $3,985-47.2% | $6,400-67.1% |
| Admin fee / account holder | $37 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |