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 | $4,071 | $84,233-95.2% | $170,442-97.6% | $70,131-94.2% |
| Participation rate | 97.3% | 70.8%+26.5pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 8.72% | 23.06%-14.3pp | 205.93%-197.2pp | 73.14%-64.4pp |
| Employer contribution / active EE | $1,073 | $3,387-68.3% | $5,433-80.3% | $2,342-54.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $106 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |