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 | $3,444 | $211,958-98.4% | $169,463-98.0% | $135,375-97.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -790.91% | 3.26%-794.2pp | 1.83%-792.7pp | 519.73%-1310.6pp |
| Employer contribution / active EE | $1,243 | $5,120-75.7% | $4,159-70.1% | $4,779-74.0% |
| Participant deferral / active EE | $2,353 | $6,075-61.3% | $5,277-55.4% | $5,609-58.0% |
| Admin fee / account holder | $33 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |