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 | $595 | $48,046-98.8% | $84,611-99.3% | $72,985-99.2% |
| Participation rate | 97.6% | 57.6%+40.0pp | 68.2%+29.3pp | 69.5%+28.1pp |
| Annual return | -186.46% | 37.38%-223.8pp | 258.74%-445.2pp | 81.00%-267.5pp |
| Employer contribution / active EE | $16,529 | $1,602+931.9% | $2,652+523.2% | $2,440+577.4% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $53 | $3,395-98.4% | $4,912-98.9% | $5,124-99.0% |