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 6-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 | $5,394 | $106,543-94.9% | $91,220-94.1% | $134,475-96.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.53% | 160.60%-182.1pp | 114.01%-135.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,361 | $3,331-59.1% | $2,850-52.3% | $4,740-71.3% |
| Participant deferral / active EE | $1,458 | $4,719-69.1% | $4,234-65.6% | $6,400-77.2% |
| Admin fee / account holder | $12 | $6,231-99.8% | $5,420-99.8% | $11,426-99.9% |