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 6-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 | $2,748 | $92,703-97.0% | $82,719-96.7% | $134,475-98.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.41% | 944.92%-967.3pp | 701.18%-723.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $925 | $3,274-71.8% | $3,009-69.3% | $4,740-80.5% |
| Participant deferral / active EE | $1,473 | $4,802-69.3% | $4,395-66.5% | $6,400-77.0% |
| Admin fee / account holder | $81 | $5,983-98.6% | $5,329-98.5% | $11,426-99.3% |