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 | $4,745 | $190,805-97.5% | $159,960-97.0% | $134,475-96.5% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -100.23% | 552.23%-652.5pp | 408.60%-508.8pp | 417.96%-518.2pp |
| Employer contribution / active EE | $1,644 | $4,995-67.1% | $4,226-61.1% | $4,740-65.3% |
| Participant deferral / active EE | $3,278 | $6,923-52.7% | $6,182-47.0% | $6,400-48.8% |
| Admin fee / account holder | $19 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |