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 6-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 | $5,080 | $156,846-96.8% | $121,098-95.8% | $139,434-96.4% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | -10.45% | 1474.56%-1485.0pp | 985.75%-996.2pp | 372.94%-383.4pp |
| Employer contribution / active EE | $582 | $5,536-89.5% | $4,164-86.0% | $4,751-87.7% |
| Participant deferral / active EE | $934 | $4,844-80.7% | $4,080-77.1% | $6,710-86.1% |
| Admin fee / account holder | $32 | $6,946-99.5% | $5,644-99.4% | $11,403-99.7% |