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 | $6,142 | $96,635-93.6% | $86,612-92.9% | $139,434-95.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -2.07% | 106.41%-108.5pp | 591.07%-593.1pp | 372.94%-375.0pp |
| Employer contribution / active EE | $2,581 | $3,263-20.9% | $3,022-14.6% | $4,751-45.7% |
| Participant deferral / active EE | $2,581 | $4,836-46.6% | $4,438-41.8% | $6,710-61.5% |
| Admin fee / account holder | $16 | $6,408-99.8% | $5,614-99.7% | $11,403-99.9% |