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 4-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 | $6,150 | $56,053-89.0% | $75,972-91.9% | $80,856-92.4% |
| Participation rate | 96.4% | 62.0%+34.4pp | 69.1%+27.4pp | 67.6%+28.8pp |
| Annual return | 8.47% | 20.53%-12.1pp | 359.55%-351.1pp | 35.59%-27.1pp |
| Employer contribution / active EE | $3,635 | $1,874+94.0% | $2,685+35.4% | $2,755+31.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |