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 9-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 | $1,387 | $96,635-98.6% | $86,612-98.4% | $139,434-99.0% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.8pp |
| Annual return | 9.89% | 106.41%-96.5pp | 591.07%-581.2pp | 372.94%-363.1pp |
| Employer contribution / active EE | $431 | $3,263-86.8% | $3,022-85.8% | $4,751-90.9% |
| Participant deferral / active EE | $891 | $4,836-81.6% | $4,438-79.9% | $6,710-86.7% |
| Admin fee / account holder | $211 | $6,408-96.7% | $5,614-96.2% | $11,403-98.1% |