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 | $2,828 | $109,817-97.4% | $98,442-97.1% | $167,490-98.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -1.20% | 1956.69%-1957.9pp | 1492.73%-1493.9pp | 478.56%-479.8pp |
| Employer contribution / active EE | $1,127 | $3,224-65.0% | $2,960-61.9% | $4,837-76.7% |
| Participant deferral / active EE | $1,127 | $4,673-75.9% | $4,276-73.6% | $6,341-82.2% |
| Admin fee / account holder | $8 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |