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 | $4,716 | $84,695-94.4% | $73,843-93.6% | $125,391-96.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -13.29% | 3123.53%-3136.8pp | 2267.84%-2281.1pp | 282.22%-295.5pp |
| Employer contribution / active EE | $62 | $3,123-98.0% | $2,787-97.8% | $4,866-98.7% |
| Participant deferral / active EE | $772 | $3,992-80.7% | $3,583-78.5% | $5,352-85.6% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |