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 | $1,880 | $158,398-98.8% | $126,539-98.5% | $142,382-98.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.87% | 593.76%-583.9pp | 425.95%-416.1pp | 217.08%-207.2pp |
| Employer contribution / active EE | $332 | $4,650-92.9% | $3,674-91.0% | $4,299-92.3% |
| Participant deferral / active EE | $560 | $4,767-88.3% | $4,083-86.3% | $6,507-91.4% |
| Admin fee / account holder | $30 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |