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 | $5,426 | $82,286-93.4% | $68,791-92.1% | $134,475-96.0% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | -123.96% | -2.19%-121.8pp | -6.38%-117.6pp | 417.96%-541.9pp |
| Employer contribution / active EE | $2,035 | $3,301-38.3% | $2,655-23.3% | $4,740-57.1% |
| Participant deferral / active EE | $3,439 | $4,739-27.4% | $3,941-12.8% | $6,400-46.3% |
| Admin fee / account holder | $12 | $6,481-99.8% | $4,932-99.8% | $11,426-99.9% |