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 5-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 | $3,380 | $93,024-96.4% | $77,024-95.6% | $134,475-97.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -38.20% | 62.60%-100.8pp | 42.32%-80.5pp | 417.96%-456.2pp |
| Employer contribution / active EE | $2,042 | $3,418-40.2% | $2,812-27.4% | $4,740-56.9% |
| Participant deferral / active EE | $4,434 | $5,238-15.3% | $4,426+0.2% | $6,400-30.7% |
| Admin fee / account holder | $7 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |