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 | $2,005 | $95,971-97.9% | $74,550-97.3% | $135,375-98.5% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -38.59% | 56.96%-95.5pp | 32.53%-71.1pp | 519.73%-558.3pp |
| Employer contribution / active EE | $780 | $2,716-71.3% | $1,961-60.2% | $4,779-83.7% |
| Participant deferral / active EE | $1,224 | $3,843-68.1% | $3,108-60.6% | $5,609-78.2% |
| Admin fee / account holder | $16 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |