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 | $7,986 | $190,805-95.8% | $159,960-95.0% | $134,475-94.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -64.69% | 552.23%-616.9pp | 408.60%-473.3pp | 417.96%-482.7pp |
| Employer contribution / active EE | $3,062 | $4,995-38.7% | $4,226-27.5% | $4,740-35.4% |
| Participant deferral / active EE | $4,755 | $6,923-31.3% | $6,182-23.1% | $6,400-25.7% |
| Admin fee / account holder | $278 | $10,471-97.3% | $8,698-96.8% | $11,426-97.6% |