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 10-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 | $5,006 | $156,846-96.8% | $121,098-95.9% | $139,434-96.4% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | -78.56% | 1474.56%-1553.1pp | 985.75%-1064.3pp | 372.94%-451.5pp |
| Employer contribution / active EE | $464 | $5,536-91.6% | $4,164-88.9% | $4,751-90.2% |
| Participant deferral / active EE | $740 | $4,844-84.7% | $4,080-81.9% | $6,710-89.0% |
| Admin fee / account holder | $22 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |