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 | $5,971 | $64,707-90.8% | $112,228-94.7% | $68,494-91.3% |
| Participation rate | 84.2% | 67.2%+17.1pp | 75.1%+9.1pp | 67.9%+16.3pp |
| Annual return | -19.81% | -11.40%-8.4pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $784 | $2,746-71.4% | $3,635-78.4% | $2,596-69.8% |
| Participant deferral / active EE | $1,664 | $3,565-53.3% | $4,728-64.8% | $4,027-58.7% |
| Admin fee / account holder | $128 | $5,232-97.6% | $6,410-98.0% | $5,403-97.6% |