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 | $1,616 | $101,283-98.4% | $75,826-97.9% | $135,375-98.8% |
| Participation rate | 90.0% | 72.7%+17.3pp | 68.2%+21.8pp | 82.6%+7.4pp |
| Annual return | -18.02% | 3384.62%-3402.6pp | 1914.15%-1932.2pp | 519.73%-537.8pp |
| Employer contribution / active EE | $250 | $2,382-89.5% | $1,913-86.9% | $4,779-94.8% |
| Participant deferral / active EE | $1,145 | $3,469-67.0% | $2,862-60.0% | $5,609-79.6% |
| Admin fee / account holder | $184 | $6,539-97.2% | $4,726-96.1% | $10,827-98.3% |