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 | $4,573 | $104,106-95.6% | $71,086-93.6% | $135,375-96.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -13.45% | 1256.30%-1269.7pp | 650.59%-664.0pp | 519.73%-533.2pp |
| Employer contribution / active EE | $655 | $1,485-55.9% | $1,088-39.8% | $4,779-86.3% |
| Participant deferral / active EE | $2,343 | $2,527-7.3% | $1,874+25.0% | $5,609-58.2% |
| Admin fee / account holder | $249 | $4,142-94.0% | $3,082-91.9% | $10,827-97.7% |