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 | $5,670 | $99,020-94.3% | $86,590-93.5% | $147,584-96.2% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 4.94% | 1312.34%-1307.4pp | 964.84%-959.9pp | 578.55%-573.6pp |
| Employer contribution / active EE | $651 | $3,132-79.2% | $2,839-77.1% | $4,876-86.6% |
| Participant deferral / active EE | $1,801 | $3,972-54.7% | $3,609-50.1% | $5,439-66.9% |
| Admin fee / account holder | $13 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |