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 4-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 | $5,491 | $92,703-94.1% | $82,719-93.4% | $134,475-95.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -47.25% | 944.92%-992.2pp | 701.18%-748.4pp | 417.96%-465.2pp |
| Employer contribution / active EE | $1,171 | $3,274-64.2% | $3,009-61.1% | $4,740-75.3% |
| Participant deferral / active EE | $2,554 | $4,802-46.8% | $4,395-41.9% | $6,400-60.1% |
| Admin fee / account holder | $228 | $5,983-96.2% | $5,329-95.7% | $11,426-98.0% |