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 10-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 | $4,234 | $82,630-94.9% | $64,105-93.4% | $125,391-96.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -12.54% | 1489.72%-1502.3pp | 791.24%-803.8pp | 282.22%-294.8pp |
| Employer contribution / active EE | $1,045 | $2,671-60.9% | $1,820-42.6% | $4,866-78.5% |
| Participant deferral / active EE | $1,183 | $3,608-67.2% | $2,822-58.1% | $5,352-77.9% |
| Admin fee / account holder | $255 | $6,382-96.0% | $4,499-94.3% | $9,540-97.3% |