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 9-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 | $1,112 | $158,817-99.3% | $121,196-99.1% | $135,375-99.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -78.04% | -0.64%-77.4pp | 16.93%-95.0pp | 519.73%-597.8pp |
| Employer contribution / active EE | $529 | $5,665-90.7% | $4,022-86.8% | $4,779-88.9% |
| Participant deferral / active EE | $555 | $4,005-86.2% | $3,344-83.4% | $5,609-90.1% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |