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 | $1,052 | $54,350-98.1% | $82,719-98.7% | $68,494-98.5% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -20.82% | -13.67%-7.1pp | 701.18%-722.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $278 | $2,218-87.4% | $3,009-90.7% | $2,596-89.3% |
| Participant deferral / active EE | $1,020 | $3,246-68.6% | $4,395-76.8% | $4,027-74.7% |
| Admin fee / account holder | $235 | $4,395-94.6% | $5,329-95.6% | $5,403-95.6% |