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 | $6,582 | $101,283-93.5% | $75,826-91.3% | $135,375-95.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -11.73% | 3384.62%-3396.4pp | 1914.15%-1925.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $666 | $2,382-72.1% | $1,913-65.2% | $4,779-86.1% |
| Participant deferral / active EE | $1,085 | $3,469-68.7% | $2,862-62.1% | $5,609-80.7% |
| Admin fee / account holder | $192 | $6,539-97.1% | $4,726-95.9% | $10,827-98.2% |