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 | $3,255 | $65,409-95.0% | $98,442-96.7% | $85,850-96.2% |
| Participation rate | 71.4% | 65.0%+6.4pp | 73.3%-1.9pp | 69.3%+2.1pp |
| Annual return | 10.63% | 21.76%-11.1pp | 1492.73%-1482.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $639 | $2,168-70.5% | $2,960-78.4% | $2,565-75.1% |
| Participant deferral / active EE | $1,119 | $3,166-64.7% | $4,276-73.8% | $3,952-71.7% |
| Admin fee / account holder | $43 | $4,593-99.1% | $5,949-99.3% | $6,260-99.3% |