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 | $7,467 | $106,543-93.0% | $91,220-91.8% | $134,475-94.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -45.51% | 160.60%-206.1pp | 114.01%-159.5pp | 417.96%-463.5pp |
| Employer contribution / active EE | $2,158 | $3,331-35.2% | $2,850-24.3% | $4,740-54.5% |
| Participant deferral / active EE | $4,230 | $4,719-10.4% | $4,234-0.1% | $6,400-33.9% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |