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 3-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 | $1,228 | $29,667-95.9% | $56,441-97.8% | $80,874-98.5% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 1.22% | 35.22%-34.0pp | 1704.21%-1703.0pp | 35.62%-34.4pp |
| Employer contribution / active EE | $408 | $669-39.0% | $1,039-60.7% | $2,756-85.2% |
| Participant deferral / active EE | $450 | $1,227-63.3% | $1,953-77.0% | $4,297-89.5% |
| Admin fee / account holder | $210 | $2,429-91.4% | $2,829-92.6% | $6,935-97.0% |