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 | $557 | $94,031-99.4% | $115,768-99.5% | $82,448-99.3% |
| Participation rate | 82.8% | 70.4%+12.3pp | 74.4%+8.4pp | 68.1%+14.7pp |
| Annual return | -5.76% | 20.61%-26.4pp | 100.46%-106.2pp | 41.64%-47.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $143 | $10,249-98.6% | $12,439-98.9% | $7,234-98.0% |