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 | $5,495 | $92,703-94.1% | $82,719-93.4% | $134,475-95.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -38.97% | 944.92%-983.9pp | 701.18%-740.1pp | 417.96%-456.9pp |
| Employer contribution / active EE | $1,404 | $3,274-57.1% | $3,009-53.3% | $4,740-70.4% |
| Participant deferral / active EE | $3,510 | $4,802-26.9% | $4,395-20.1% | $6,400-45.2% |
| Admin fee / account holder | $16 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |