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 10-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 | $1,671 | $90,600-98.2% | $79,464-97.9% | $135,375-98.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -103.32% | 977.43%-1080.8pp | 718.14%-821.5pp | 519.73%-623.1pp |
| Employer contribution / active EE | $598 | $3,068-80.5% | $2,800-78.6% | $4,779-87.5% |
| Participant deferral / active EE | $885 | $4,050-78.2% | $3,704-76.1% | $5,609-84.2% |
| Admin fee / account holder | $13 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |