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 | $5,211 | $92,703-94.4% | $82,719-93.7% | $134,475-96.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -37.19% | 944.92%-982.1pp | 701.18%-738.4pp | 417.96%-455.2pp |
| Employer contribution / active EE | $1,496 | $3,274-54.3% | $3,009-50.3% | $4,740-68.4% |
| Participant deferral / active EE | $3,095 | $4,802-35.6% | $4,395-29.6% | $6,400-51.6% |
| Admin fee / account holder | $77 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |