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 | $3,201 | $90,600-96.5% | $79,464-96.0% | $135,375-97.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.59% | 977.43%-990.0pp | 718.14%-730.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $605 | $3,068-80.3% | $2,800-78.4% | $4,779-87.3% |
| Participant deferral / active EE | $822 | $4,050-79.7% | $3,704-77.8% | $5,609-85.3% |
| Admin fee / account holder | $20 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |