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 4-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 | $8,253 | $104,106-92.1% | $71,086-88.4% | $135,375-93.9% |
| Participation rate | 86.7% | 65.7%+21.0pp | 54.7%+32.0pp | 82.6%+4.0pp |
| Annual return | -67.83% | 1256.30%-1324.1pp | 650.59%-718.4pp | 519.73%-587.6pp |
| Employer contribution / active EE | $8,711 | $1,485+486.6% | $1,088+700.9% | $4,779+82.3% |
| Participant deferral / active EE | $1,855 | $2,527-26.6% | $1,874-1.1% | $5,609-66.9% |
| Admin fee / account holder | $6 | $4,142-99.9% | $3,082-99.8% | $10,827-99.9% |