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 6-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 | $1,487 | $90,600-98.4% | $79,464-98.1% | $135,375-98.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -392.91% | 977.43%-1370.3pp | 718.14%-1111.1pp | 519.73%-912.6pp |
| Employer contribution / active EE | $630 | $3,068-79.5% | $2,800-77.5% | $4,779-86.8% |
| Participant deferral / active EE | $964 | $4,050-76.2% | $3,704-74.0% | $5,609-82.8% |
| Admin fee / account holder | $45 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |