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 4-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 | $6,766 | $111,754-93.9% | $103,333-93.5% | $145,922-95.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -14.50% | 24.77%-39.3pp | 24.88%-39.4pp | 561.29%-575.8pp |
| Employer contribution / active EE | $1,733 | $4,212-58.8% | $3,868-55.2% | $4,660-62.8% |
| Participant deferral / active EE | $1,890 | $5,619-66.4% | $5,057-62.6% | $6,688-71.7% |
| Admin fee / account holder | $246 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |