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 | $3,386 | $88,594-96.2% | $70,092-95.2% | $134,475-97.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -26.30% | 442.67%-469.0pp | 190.73%-217.0pp | 417.96%-444.3pp |
| Employer contribution / active EE | $1,216 | $3,233-62.4% | $2,559-52.5% | $4,740-74.4% |
| Participant deferral / active EE | $2,569 | $4,772-46.2% | $3,849-33.2% | $6,400-59.9% |
| Admin fee / account holder | $7 | $10,441-99.9% | $6,267-99.9% | $11,426-99.9% |