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 | $4,840 | $138,044-96.5% | $125,339-96.1% | $134,475-96.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.99% | 750.33%-779.3pp | 572.05%-601.0pp | 417.96%-447.0pp |
| Employer contribution / active EE | $2,087 | $5,243-60.2% | $4,814-56.6% | $4,740-56.0% |
| Participant deferral / active EE | $3,021 | $7,799-61.3% | $7,446-59.4% | $6,400-52.8% |
| Admin fee / account holder | $8 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |