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 | $1,672 | $76,000-97.8% | $154,107-98.9% | $64,186-97.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -102.20% | 30.32%-132.5pp | 735.12%-837.3pp | 7.63%-109.8pp |
| Employer contribution / active EE | $879 | $3,351-73.8% | $5,298-83.4% | $2,381-63.1% |
| Participant deferral / active EE | $886 | $3,175-72.1% | $5,081-82.6% | $3,470-74.4% |
| Admin fee / account holder | $34 | $5,596-99.4% | $13,411-99.7% | $4,888-99.3% |