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 5-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 | $4,789 | $167,307-97.1% | $143,757-96.7% | $134,475-96.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.38% | 0.46%-26.8pp | -0.04%-26.3pp | 417.96%-444.3pp |
| Employer contribution / active EE | $3,876 | $5,619-31.0% | $4,951-21.7% | $4,740-18.2% |
| Participant deferral / active EE | $4,081 | $6,446-36.7% | $5,637-27.6% | $6,400-36.2% |
| Admin fee / account holder | $24 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |