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 3-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 | $2,801 | $99,877-97.2% | $84,966-96.7% | $145,922-98.1% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | -97.64% | 83.76%-181.4pp | 66.38%-164.0pp | 561.29%-658.9pp |
| Employer contribution / active EE | $809 | $3,231-75.0% | $2,727-70.3% | $4,660-82.6% |
| Participant deferral / active EE | $1,710 | $5,291-67.7% | $4,519-62.2% | $6,688-74.4% |
| Admin fee / account holder | $2 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |