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 | $5,512 | $67,331-91.8% | $60,874-90.9% | $134,475-95.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -31.60% | 49.93%-81.5pp | 16.90%-48.5pp | 417.96%-449.6pp |
| Employer contribution / active EE | $1,948 | $3,096-37.1% | $2,701-27.9% | $4,740-58.9% |
| Participant deferral / active EE | $2,171 | $4,538-52.2% | $3,817-43.1% | $6,400-66.1% |
| Admin fee / account holder | $52 | $4,582-98.9% | $3,224-98.4% | $11,426-99.5% |