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 | $7,614 | $138,044-94.5% | $125,339-93.9% | $134,475-94.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -56.51% | 750.33%-806.8pp | 572.05%-628.6pp | 417.96%-474.5pp |
| Employer contribution / active EE | $2,640 | $5,243-49.6% | $4,814-45.2% | $4,740-44.3% |
| Participant deferral / active EE | $4,448 | $7,799-43.0% | $7,446-40.3% | $6,400-30.5% |
| Admin fee / account holder | $38 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |