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 | $4,766 | $99,020-95.2% | $86,590-94.5% | $147,584-96.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.01% | 1312.34%-1307.3pp | 964.84%-959.8pp | 578.55%-573.5pp |
| Employer contribution / active EE | $490 | $3,132-84.3% | $2,839-82.7% | $4,876-89.9% |
| Participant deferral / active EE | $1,389 | $3,972-65.0% | $3,609-61.5% | $5,439-74.5% |
| Admin fee / account holder | $20 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |