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 | $3,612 | $90,600-96.0% | $79,464-95.5% | $135,375-97.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -31.64% | 977.43%-1009.1pp | 718.14%-749.8pp | 519.73%-551.4pp |
| Employer contribution / active EE | $1,050 | $3,068-65.8% | $2,800-62.5% | $4,779-78.0% |
| Participant deferral / active EE | $1,763 | $4,050-56.5% | $3,704-52.4% | $5,609-68.6% |
| Admin fee / account holder | $11 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |