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 | $4,386 | $92,703-95.3% | $82,719-94.7% | $134,475-96.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -44.40% | 944.92%-989.3pp | 701.18%-745.6pp | 417.96%-462.4pp |
| Employer contribution / active EE | $1,253 | $3,274-61.7% | $3,009-58.4% | $4,740-73.6% |
| Participant deferral / active EE | $2,386 | $4,802-50.3% | $4,395-45.7% | $6,400-62.7% |
| Admin fee / account holder | $49 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |