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 10-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 | $12,353 | $105,998-88.3% | $92,233-86.6% | $147,584-91.6% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 8.90% | 50.05%-41.2pp | 176.28%-167.4pp | 578.55%-569.7pp |
| Employer contribution / active EE | $2,097 | $4,333-51.6% | $3,679-43.0% | $4,876-57.0% |
| Participant deferral / active EE | $5,563 | $4,478+24.2% | $3,897+42.8% | $5,439+2.3% |
| Admin fee / account holder | $196 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |