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 | $3,530 | $90,600-96.1% | $79,464-95.6% | $135,375-97.4% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -10.66% | 977.43%-988.1pp | 718.14%-728.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,291 | $3,068-57.9% | $2,800-53.9% | $4,779-73.0% |
| Participant deferral / active EE | $1,770 | $4,050-56.3% | $3,704-52.2% | $5,609-68.4% |
| Admin fee / account holder | $38 | $5,907-99.4% | $5,113-99.3% | $10,827-99.6% |