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 | $5,580 | $92,703-94.0% | $82,719-93.3% | $134,475-95.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -29.51% | 944.92%-974.4pp | 701.18%-730.7pp | 417.96%-447.5pp |
| Employer contribution / active EE | $1,095 | $3,274-66.6% | $3,009-63.6% | $4,740-76.9% |
| Participant deferral / active EE | $4,132 | $4,802-14.0% | $4,395-6.0% | $6,400-35.4% |
| Admin fee / account holder | $14 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |