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 | $1,780 | $90,600-98.0% | $79,464-97.8% | $135,375-98.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -175.50% | 977.43%-1152.9pp | 718.14%-893.6pp | 519.73%-695.2pp |
| Employer contribution / active EE | $438 | $3,068-85.7% | $2,800-84.3% | $4,779-90.8% |
| Participant deferral / active EE | $1,626 | $4,050-59.9% | $3,704-56.1% | $5,609-71.0% |
| Admin fee / account holder | $6 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |