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 | $4,765 | $92,703-94.9% | $82,719-94.2% | $134,475-96.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -23.16% | 944.92%-968.1pp | 701.18%-724.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $475 | $3,274-85.5% | $3,009-84.2% | $4,740-90.0% |
| Participant deferral / active EE | $2,385 | $4,802-50.3% | $4,395-45.7% | $6,400-62.7% |
| Admin fee / account holder | $296 | $5,983-95.1% | $5,329-94.5% | $11,426-97.4% |