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 | $5,287 | $82,664-93.6% | $125,339-95.8% | $68,494-92.3% |
| Participation rate | 73.5% | 75.0%-1.6pp | 82.4%-8.9pp | 67.9%+5.6pp |
| Annual return | -32.60% | -5.97%-26.6pp | 572.05%-604.7pp | -7.84%-24.8pp |
| Employer contribution / active EE | $974 | $3,381-71.2% | $4,814-79.8% | $2,596-62.5% |
| Participant deferral / active EE | $2,560 | $6,110-58.1% | $7,446-65.6% | $4,027-36.4% |
| Admin fee / account holder | $177 | $6,275-97.2% | $10,010-98.2% | $5,403-96.7% |