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 | $3,512 | $84,695-95.9% | $73,843-95.2% | $125,391-97.2% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.4%+4.3pp | 83.2%-5.4pp |
| Annual return | -491.29% | 3123.53%-3614.8pp | 2267.84%-2759.1pp | 282.22%-773.5pp |
| Employer contribution / active EE | $956 | $3,123-69.4% | $2,787-65.7% | $4,866-80.3% |
| Participant deferral / active EE | $2,280 | $3,992-42.9% | $3,583-36.4% | $5,352-57.4% |
| Admin fee / account holder | $64 | $5,691-98.9% | $4,880-98.7% | $9,540-99.3% |