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 8-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 | $4,193 | $90,600-95.4% | $79,464-94.7% | $135,375-96.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -25.62% | 977.43%-1003.0pp | 718.14%-743.8pp | 519.73%-545.3pp |
| Employer contribution / active EE | $1,206 | $3,068-60.7% | $2,800-56.9% | $4,779-74.8% |
| Participant deferral / active EE | $1,204 | $4,050-70.3% | $3,704-67.5% | $5,609-78.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |