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 | $1,990 | $90,600-97.8% | $79,464-97.5% | $135,375-98.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -31.66% | 977.43%-1009.1pp | 718.14%-749.8pp | 519.73%-551.4pp |
| Employer contribution / active EE | $718 | $3,068-76.6% | $2,800-74.4% | $4,779-85.0% |
| Participant deferral / active EE | $1,049 | $4,050-74.1% | $3,704-71.7% | $5,609-81.3% |
| Admin fee / account holder | $5 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |