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 | $5,019 | $138,044-96.4% | $125,339-96.0% | $134,475-96.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -87.63% | 750.33%-838.0pp | 572.05%-659.7pp | 417.96%-505.6pp |
| Employer contribution / active EE | $1,456 | $5,243-72.2% | $4,814-69.8% | $4,740-69.3% |
| Participant deferral / active EE | $3,195 | $7,799-59.0% | $7,446-57.1% | $6,400-50.1% |
| Admin fee / account holder | $154 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |