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 | $5,248 | $99,640-94.7% | $86,436-93.9% | $134,475-96.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.27% | 6782.58%-6807.8pp | 4394.89%-4420.2pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,043 | $4,400-76.3% | $3,769-72.3% | $4,740-78.0% |
| Participant deferral / active EE | $3,539 | $7,246-51.2% | $6,952-49.1% | $6,400-44.7% |
| Admin fee / account holder | $30 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |