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 9-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 | $1,930 | $101,283-98.1% | $75,826-97.5% | $135,375-98.6% |
| Participation rate | 71.4% | 72.7%-1.3pp | 68.2%+3.2pp | 82.6%-11.2pp |
| Annual return | -38.52% | 3384.62%-3423.1pp | 1914.15%-1952.7pp | 519.73%-558.3pp |
| Employer contribution / active EE | $470 | $2,382-80.3% | $1,913-75.5% | $4,779-90.2% |
| Participant deferral / active EE | $704 | $3,469-79.7% | $2,862-75.4% | $5,609-87.4% |
| Admin fee / account holder | $159 | $6,539-97.6% | $4,726-96.6% | $10,827-98.5% |