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 | $1,650 | $90,600-98.2% | $79,464-97.9% | $135,375-98.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -42.81% | 977.43%-1020.2pp | 718.14%-760.9pp | 519.73%-562.5pp |
| Employer contribution / active EE | $840 | $3,068-72.6% | $2,800-70.0% | $4,779-82.4% |
| Participant deferral / active EE | $1,395 | $4,050-65.6% | $3,704-62.3% | $5,609-75.1% |
| Admin fee / account holder | $35 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |