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 | $1,571 | $27,641-94.3% | $61,373-97.4% | $68,494-97.7% |
| Participation rate | 76.5% | 39.5%+37.0pp | 52.6%+23.9pp | 67.9%+8.6pp |
| Annual return | -25.03% | -13.24%-11.8pp | 338.61%-363.6pp | -7.84%-17.2pp |
| Employer contribution / active EE | $403 | $695-42.1% | $1,159-65.3% | $2,596-84.5% |
| Participant deferral / active EE | $709 | $1,263-43.9% | $2,125-66.6% | $4,027-82.4% |
| Admin fee / account holder | $134 | $2,010-93.3% | $2,130-93.7% | $5,403-97.5% |