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 7-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 | $2,718 | $100,852-97.3% | $90,404-97.0% | $158,922-98.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 5.59% | 1724.20%-1718.6pp | 1293.02%-1287.4pp | 302.83%-297.2pp |
| Employer contribution / active EE | $469 | $3,689-87.3% | $3,262-85.6% | $4,761-90.2% |
| Participant deferral / active EE | $1,256 | $4,348-71.1% | $3,963-68.3% | $5,982-79.0% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |