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 | $2,702 | $101,283-97.3% | $75,826-96.4% | $135,375-98.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -13.63% | 3384.62%-3398.3pp | 1914.15%-1927.8pp | 519.73%-533.4pp |
| Employer contribution / active EE | $607 | $2,382-74.5% | $1,913-68.3% | $4,779-87.3% |
| Participant deferral / active EE | $1,338 | $3,469-61.4% | $2,862-53.3% | $5,609-76.1% |
| Admin fee / account holder | $9 | $6,539-99.9% | $4,726-99.8% | $10,827-99.9% |