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 10-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 | $1,966 | $95,971-98.0% | $74,550-97.4% | $135,375-98.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -15.72% | 56.96%-72.7pp | 32.53%-48.2pp | 519.73%-535.5pp |
| Employer contribution / active EE | $1,441 | $2,716-47.0% | $1,961-26.5% | $4,779-69.9% |
| Participant deferral / active EE | $2,274 | $3,843-40.8% | $3,108-26.9% | $5,609-59.5% |
| Admin fee / account holder | $261 | $6,522-96.0% | $5,060-94.8% | $10,827-97.6% |