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 | $5,880 | $138,044-95.7% | $125,339-95.3% | $134,475-95.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.76% | 750.33%-781.1pp | 572.05%-602.8pp | 417.96%-448.7pp |
| Employer contribution / active EE | $1,531 | $5,243-70.8% | $4,814-68.2% | $4,740-67.7% |
| Participant deferral / active EE | $3,481 | $7,799-55.4% | $7,446-53.3% | $6,400-45.6% |
| Admin fee / account holder | $204 | $11,571-98.2% | $10,010-98.0% | $11,426-98.2% |