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 10-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 | $7,585 | $176,662-95.7% | $130,648-94.2% | $152,861-95.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 3.60% | 2692.24%-2688.6pp | 1708.96%-1705.4pp | 345.32%-341.7pp |
| Employer contribution / active EE | $364 | $5,742-93.7% | $4,092-91.1% | $4,762-92.4% |
| Participant deferral / active EE | $463 | $4,361-89.4% | $3,603-87.2% | $5,850-92.1% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |