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 | $1,158 | $90,503-98.7% | $78,689-98.5% | $273,961-99.6% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | -17.51% | 75.60%-93.1pp | 62.18%-79.7pp | 41.45%-59.0pp |
| Employer contribution / active EE | $504 | $3,176-84.1% | $2,851-82.3% | $4,869-89.6% |
| Participant deferral / active EE | $504 | $3,901-87.1% | $3,517-85.7% | $5,287-90.5% |
| Admin fee / account holder | $117 | $5,263-97.8% | $4,510-97.4% | $10,132-98.8% |