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 | $94,625-99.4% | $116,228-99.5% | $84,808-99.3% |
| Participation rate | 82.8% | 70.4%+12.3pp | 74.6%+8.2pp | 68.3%+14.4pp |
| Annual return | -5.76% | 20.40%-26.2pp | 90.06%-95.8pp | 40.90%-46.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $143 | $10,091-98.6% | $11,989-98.8% | $7,344-98.1% |