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 | $7,076 | $99,640-92.9% | $86,436-91.8% | $134,475-94.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.99% | 6782.58%-6813.6pp | 4394.89%-4425.9pp | 417.96%-449.0pp |
| Employer contribution / active EE | $1,673 | $4,400-62.0% | $3,769-55.6% | $4,740-64.7% |
| Participant deferral / active EE | $4,504 | $7,246-37.8% | $6,952-35.2% | $6,400-29.6% |
| Admin fee / account holder | $32 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |