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 8-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 | $2,450 | $95,971-97.4% | $74,550-96.7% | $135,375-98.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.89% | 56.96%-69.9pp | 32.53%-45.4pp | 519.73%-532.6pp |
| Employer contribution / active EE | $506 | $2,716-81.4% | $1,961-74.2% | $4,779-89.4% |
| Participant deferral / active EE | $779 | $3,843-79.7% | $3,108-74.9% | $5,609-86.1% |
| Admin fee / account holder | $8 | $6,522-99.9% | $5,060-99.8% | $10,827-99.9% |