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 | $899 | $56,835-98.4% | - | $135,375-99.3% |
| Participation rate | 81.8% | 68.0%+13.8pp | - | 82.6%-0.8pp |
| Annual return | -11.40% | 2630.74%-2642.1pp | - | 519.73%-531.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,681-100.0% | - | $5,609-100.0% |
| Admin fee / account holder | $14 | $1,586-99.1% | - | $10,827-99.9% |