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 5-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 | $1,427 | $99,020-98.6% | $86,590-98.4% | $147,584-99.0% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 7.17% | 1312.34%-1305.2pp | 964.84%-957.7pp | 578.55%-571.4pp |
| Employer contribution / active EE | $551 | $3,132-82.4% | $2,839-80.6% | $4,876-88.7% |
| Participant deferral / active EE | $764 | $3,972-80.8% | $3,609-78.8% | $5,439-86.0% |
| Admin fee / account holder | $2 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |