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 | $7,006 | $65,409-89.3% | $98,442-92.9% | $85,850-91.8% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.4pp | 69.3%+29.4pp |
| Annual return | 11.52% | 21.76%-10.2pp | 1492.73%-1481.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,979 | $3,166-37.5% | $4,276-53.7% | $3,952-49.9% |
| Admin fee / account holder | $57 | $4,593-98.8% | $5,949-99.0% | $6,260-99.1% |