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 | $4,327 | $106,543-95.9% | $91,220-95.3% | $134,475-96.8% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -25.86% | 160.60%-186.5pp | 114.01%-139.9pp | 417.96%-443.8pp |
| Employer contribution / active EE | $1,142 | $3,331-65.7% | $2,850-59.9% | $4,740-75.9% |
| Participant deferral / active EE | $1,663 | $4,719-64.8% | $4,234-60.7% | $6,400-74.0% |
| Admin fee / account holder | $4 | $6,231-99.9% | $5,420-99.9% | $11,426-100.0% |