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 | $3,719 | $82,664-95.5% | $125,339-97.0% | $68,494-94.6% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -44.96% | -5.97%-39.0pp | 572.05%-617.0pp | -7.84%-37.1pp |
| Employer contribution / active EE | $927 | $3,381-72.6% | $4,814-80.7% | $2,596-64.3% |
| Participant deferral / active EE | $2,554 | $6,110-58.2% | $7,446-65.7% | $4,027-36.6% |
| Admin fee / account holder | $208 | $6,275-96.7% | $10,010-97.9% | $5,403-96.2% |