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 8-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 | $1,560 | $49,177-96.8% | $79,464-98.0% | $64,186-97.6% |
| Participation rate | 75.9% | 65.0%+10.8pp | 73.3%+2.5pp | 69.6%+6.3pp |
| Annual return | -175.12% | -1.16%-174.0pp | 718.14%-893.3pp | 7.63%-182.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,343 | $2,821-52.4% | $3,704-63.7% | $3,470-61.3% |
| Admin fee / account holder | $34 | $3,839-99.1% | $5,113-99.3% | $4,888-99.3% |