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 | $2,573 | $90,600-97.2% | $79,464-96.8% | $135,375-98.1% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -13.50% | 977.43%-990.9pp | 718.14%-731.6pp | 519.73%-533.2pp |
| Employer contribution / active EE | $545 | $3,068-82.2% | $2,800-80.5% | $4,779-88.6% |
| Participant deferral / active EE | $1,155 | $4,050-71.5% | $3,704-68.8% | $5,609-79.4% |
| Admin fee / account holder | $22 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |