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 | $3,225 | $92,703-96.5% | $82,719-96.1% | $134,475-97.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -37.15% | 944.92%-982.1pp | 701.18%-738.3pp | 417.96%-455.1pp |
| Employer contribution / active EE | $1,210 | $3,274-63.0% | $3,009-59.8% | $4,740-74.5% |
| Participant deferral / active EE | $1,490 | $4,802-69.0% | $4,395-66.1% | $6,400-76.7% |
| Admin fee / account holder | $45 | $5,983-99.2% | $5,329-99.2% | $11,426-99.6% |