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 7-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 | $5,997 | $90,600-93.4% | $79,464-92.5% | $135,375-95.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -28.87% | 977.43%-1006.3pp | 718.14%-747.0pp | 519.73%-548.6pp |
| Employer contribution / active EE | $1,740 | $3,068-43.3% | $2,800-37.9% | $4,779-63.6% |
| Participant deferral / active EE | $2,574 | $4,050-36.5% | $3,704-30.5% | $5,609-54.1% |
| Admin fee / account holder | $199 | $5,907-96.6% | $5,113-96.1% | $10,827-98.2% |