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 8-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 | $6,444 | $77,314-91.7% | $177,989-96.4% | $80,856-92.0% |
| Participation rate | 89.1% | 65.7%+23.4pp | 77.1%+12.0pp | 67.6%+21.5pp |
| Annual return | 8.96% | 18.09%-9.1pp | 294.48%-285.5pp | 35.59%-26.6pp |
| Employer contribution / active EE | $830 | $2,292-63.8% | $3,949-79.0% | $2,755-69.9% |
| Participant deferral / active EE | $1,615 | $4,411-63.4% | $6,276-74.3% | $4,296-62.4% |
| Admin fee / account holder | $105 | $7,191-98.5% | $10,363-99.0% | $6,918-98.5% |