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 | $2,173 | $93,024-97.7% | $77,024-97.2% | $134,475-98.4% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -386.61% | 62.60%-449.2pp | 42.32%-428.9pp | 417.96%-804.6pp |
| Employer contribution / active EE | $790 | $3,418-76.9% | $2,812-71.9% | $4,740-83.3% |
| Participant deferral / active EE | $2,432 | $5,238-53.6% | $4,426-45.1% | $6,400-62.0% |
| Admin fee / account holder | $295 | $6,944-95.8% | $5,425-94.6% | $11,426-97.4% |