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 | $3,597 | $92,703-96.1% | $82,719-95.7% | $134,475-97.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -34.48% | 944.92%-979.4pp | 701.18%-735.7pp | 417.96%-452.4pp |
| Employer contribution / active EE | $1,560 | $3,274-52.3% | $3,009-48.2% | $4,740-67.1% |
| Participant deferral / active EE | $1,560 | $4,802-67.5% | $4,395-64.5% | $6,400-75.6% |
| Admin fee / account holder | $4 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |