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 | $1,939 | $54,762-96.5% | $90,281-97.9% | $72,985-97.3% |
| Participation rate | 98.3% | 65.1%+33.2pp | 73.3%+25.0pp | 69.5%+28.8pp |
| Annual return | -67.20% | 30.63%-97.8pp | 78.10%-145.3pp | 81.00%-148.2pp |
| Employer contribution / active EE | $456 | $2,092-78.2% | $2,854-84.0% | $2,440-81.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $299 | $3,972-92.5% | $5,351-94.4% | $5,124-94.2% |