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 5-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 | $3,227 | $96,635-96.7% | $86,612-96.3% | $139,434-97.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 8.70% | 106.41%-97.7pp | 591.07%-582.4pp | 372.94%-364.2pp |
| Employer contribution / active EE | $650 | $3,263-80.1% | $3,022-78.5% | $4,751-86.3% |
| Participant deferral / active EE | $1,057 | $4,836-78.2% | $4,438-76.2% | $6,710-84.3% |
| Admin fee / account holder | $41 | $6,408-99.4% | $5,614-99.3% | $11,403-99.6% |