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 | $2,309 | $92,703-97.5% | $82,719-97.2% | $134,475-98.3% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -24.81% | 944.92%-969.7pp | 701.18%-726.0pp | 417.96%-442.8pp |
| Employer contribution / active EE | $875 | $3,274-73.3% | $3,009-70.9% | $4,740-81.5% |
| Participant deferral / active EE | $1,284 | $4,802-73.3% | $4,395-70.8% | $6,400-79.9% |
| Admin fee / account holder | $25 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |