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 7-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 | $1,310 | $99,020-98.7% | $86,590-98.5% | $147,584-99.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.02% | 1312.34%-1308.3pp | 964.84%-960.8pp | 578.55%-574.5pp |
| Employer contribution / active EE | $646 | $3,132-79.4% | $2,839-77.2% | $4,876-86.8% |
| Participant deferral / active EE | $646 | $3,972-83.7% | $3,609-82.1% | $5,439-88.1% |
| Admin fee / account holder | $2 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |