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 | $385 | $27,915-98.6% | $58,482-99.3% | $75,163-99.5% |
| Participation rate | 74.1% | 38.8%+35.2pp | 50.9%+23.2pp | 67.2%+6.9pp |
| Annual return | -94.07% | 44.20%-138.3pp | 4239.32%-4333.4pp | 160.62%-254.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $336 | $1,201-72.0% | $1,924-82.5% | $4,125-91.9% |
| Admin fee / account holder | $160 | $1,726-90.7% | $2,516-93.7% | $5,651-97.2% |