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 3-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 | $6,409 | $77,314-91.7% | $177,989-96.4% | $80,856-92.1% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+20.1pp | 67.6%+29.5pp |
| Annual return | -20.73% | 18.09%-38.8pp | 294.48%-315.2pp | 35.59%-56.3pp |
| Employer contribution / active EE | $547 | $2,292-76.1% | $3,949-86.1% | $2,755-80.1% |
| Participant deferral / active EE | $1,740 | $4,411-60.6% | $6,276-72.3% | $4,296-59.5% |
| Admin fee / account holder | $211 | $7,191-97.1% | $10,363-98.0% | $6,918-96.9% |