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 | $7,449 | $104,486-92.9% | $76,817-90.3% | $152,861-95.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | -45.02% | 1013.37%-1058.4pp | 1166.11%-1211.1pp | 345.32%-390.3pp |
| Employer contribution / active EE | $1,014 | $3,116-67.4% | $2,302-55.9% | $4,762-78.7% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15 | $12,275-99.9% | $6,420-99.8% | $11,596-99.9% |