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 | $3,151 | $88,751-96.4% | $81,812-96.1% | $145,922-97.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 9.08% | 1025.40%-1016.3pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $793 | $3,083-74.3% | $2,912-72.8% | $4,660-83.0% |
| Participant deferral / active EE | $1,076 | $4,643-76.8% | $4,319-75.1% | $6,688-83.9% |
| Admin fee / account holder | $42 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |