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 | $1,424 | $169,032-99.2% | $129,207-98.9% | $145,922-99.0% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 4.33% | 14330.11%-14325.8pp | 9417.33%-9413.0pp | 561.29%-557.0pp |
| Employer contribution / active EE | $234 | $5,537-95.8% | $4,153-94.4% | $4,660-95.0% |
| Participant deferral / active EE | $394 | $4,987-92.1% | $4,168-90.5% | $6,688-94.1% |
| Admin fee / account holder | $23 | $9,954-99.8% | $7,715-99.7% | $13,397-99.8% |