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 | $3,085 | $54,350-94.3% | $82,719-96.3% | $68,494-95.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -67.42% | -13.67%-53.8pp | 701.18%-768.6pp | -7.84%-59.6pp |
| Employer contribution / active EE | $1,161 | $2,218-47.7% | $3,009-61.4% | $2,596-55.3% |
| Participant deferral / active EE | $2,222 | $3,246-31.5% | $4,395-49.4% | $4,027-44.8% |
| Admin fee / account holder | $85 | $4,395-98.1% | $5,329-98.4% | $5,403-98.4% |