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 6-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 | $2,123 | $27,641-92.3% | $61,373-96.5% | $68,494-96.9% |
| Participation rate | 93.3% | 39.5%+53.8pp | 52.6%+40.8pp | 67.9%+25.4pp |
| Annual return | -25.82% | -13.24%-12.6pp | 338.61%-364.4pp | -7.84%-18.0pp |
| Employer contribution / active EE | $642 | $695-7.7% | $1,159-44.6% | $2,596-75.3% |
| Participant deferral / active EE | $1,442 | $1,263+14.2% | $2,125-32.1% | $4,027-64.2% |
| Admin fee / account holder | $3 | $2,010-99.8% | $2,130-99.8% | $5,403-99.9% |