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 | $4,746 | $138,044-96.6% | $125,339-96.2% | $134,475-96.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.54% | 750.33%-774.9pp | 572.05%-596.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $3,525 | $5,243-32.8% | $4,814-26.8% | $4,740-25.6% |
| Participant deferral / active EE | $3,525 | $7,799-54.8% | $7,446-52.7% | $6,400-44.9% |
| Admin fee / account holder | $9 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |