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 | $7,431 | $138,044-94.6% | $125,339-94.1% | $134,475-94.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -37.58% | 750.33%-787.9pp | 572.05%-609.6pp | 417.96%-455.5pp |
| Employer contribution / active EE | $2,813 | $5,243-46.3% | $4,814-41.6% | $4,740-40.6% |
| Participant deferral / active EE | $3,703 | $7,799-52.5% | $7,446-50.3% | $6,400-42.1% |
| Admin fee / account holder | $35 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |