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 | $1,266 | $156,846-99.2% | $121,098-99.0% | $139,434-99.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.11% | 1474.56%-1467.4pp | 985.75%-978.6pp | 372.94%-365.8pp |
| Employer contribution / active EE | $228 | $5,536-95.9% | $4,164-94.5% | $4,751-95.2% |
| Participant deferral / active EE | $383 | $4,844-92.1% | $4,080-90.6% | $6,710-94.3% |
| Admin fee / account holder | $18 | $6,946-99.7% | $5,644-99.7% | $11,403-99.8% |