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 | $4,241 | $73,867-94.3% | $143,757-97.0% | $68,494-93.8% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -23.88% | 1.01%-24.9pp | -0.04%-23.8pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,282 | $3,184-59.7% | $4,951-74.1% | $2,596-50.6% |
| Participant deferral / active EE | $3,386 | $3,3840% | $5,637-39.9% | $4,027-15.9% |
| Admin fee / account holder | $131 | $5,755-97.7% | $14,673-99.1% | $5,403-97.6% |