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 9-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 | $32,123 | $198,466-83.8% | $170,442-81.2% | $147,584-78.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.41% | 257.29%-249.9pp | 205.93%-198.5pp | 578.55%-571.1pp |
| Employer contribution / active EE | $15,828 | $6,184+156.0% | $5,433+191.3% | $4,876+224.6% |
| Participant deferral / active EE | $5,333 | $5,629-5.3% | $4,939+8.0% | $5,439-1.9% |
| Admin fee / account holder | $18 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |