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 6-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 | $2,368 | $92,703-97.4% | $82,719-97.1% | $134,475-98.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -23.52% | 944.92%-968.4pp | 701.18%-724.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $893 | $3,274-72.7% | $3,009-70.3% | $4,740-81.2% |
| Participant deferral / active EE | $1,510 | $4,802-68.6% | $4,395-65.6% | $6,400-76.4% |
| Admin fee / account holder | $14 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |