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 | $2,891 | $104,106-97.2% | $71,086-95.9% | $135,375-97.9% |
| Participation rate | 80.0% | 65.7%+14.3pp | 54.7%+25.3pp | 82.6%-2.6pp |
| Annual return | -17.88% | 1256.30%-1274.2pp | 650.59%-668.5pp | 519.73%-537.6pp |
| Employer contribution / active EE | $444 | $1,485-70.1% | $1,088-59.2% | $4,779-90.7% |
| Participant deferral / active EE | $1,461 | $2,527-42.2% | $1,874-22.1% | $5,609-74.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |