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 | $5,755 | $88,594-93.5% | $70,092-91.8% | $134,475-95.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -29.34% | 442.67%-472.0pp | 190.73%-220.1pp | 417.96%-447.3pp |
| Employer contribution / active EE | $1,050 | $3,233-67.5% | $2,559-59.0% | $4,740-77.8% |
| Participant deferral / active EE | $4,317 | $4,772-9.5% | $3,849+12.2% | $6,400-32.6% |
| Admin fee / account holder | $1 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |