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 | $5,694 | $92,703-93.9% | $82,719-93.1% | $134,475-95.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -31.95% | 944.92%-976.9pp | 701.18%-733.1pp | 417.96%-449.9pp |
| Employer contribution / active EE | $1,237 | $3,274-62.2% | $3,009-58.9% | $4,740-73.9% |
| Participant deferral / active EE | $2,765 | $4,802-42.4% | $4,395-37.1% | $6,400-56.8% |
| Admin fee / account holder | $170 | $5,983-97.2% | $5,329-96.8% | $11,426-98.5% |