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 | $495 | $84,402-99.4% | $61,373-99.2% | $134,475-99.6% |
| Participation rate | 84.6% | 62.2%+22.4pp | 52.6%+32.0pp | 81.2%+3.4pp |
| Annual return | -49.35% | 584.55%-633.9pp | 338.61%-388.0pp | 417.96%-467.3pp |
| Employer contribution / active EE | $200 | $1,544-87.1% | $1,159-82.7% | $4,740-95.8% |
| Participant deferral / active EE | $315 | $2,819-88.8% | $2,125-85.2% | $6,400-95.1% |
| Admin fee / account holder | $25 | $2,585-99.0% | $2,130-98.8% | $11,426-99.8% |