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 7-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 | $6,019 | $138,044-95.6% | $125,339-95.2% | $134,475-95.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.84% | 750.33%-774.2pp | 572.05%-595.9pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,299 | $5,243-56.1% | $4,814-52.2% | $4,740-51.5% |
| Participant deferral / active EE | $3,697 | $7,799-52.6% | $7,446-50.4% | $6,400-42.2% |
| Admin fee / account holder | $17 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |