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 6-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 | $2,262 | $92,703-97.6% | $82,719-97.3% | $134,475-98.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.09% | 944.92%-966.0pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,127 | $3,274-65.6% | $3,009-62.6% | $4,740-76.2% |
| Participant deferral / active EE | $2,051 | $4,802-57.3% | $4,395-53.3% | $6,400-68.0% |
| Admin fee / account holder | $25 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |