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 | $24,942 | $144,119-82.7% | $117,854-78.8% | $147,584-83.1% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 6.21% | 531.15%-524.9pp | 335.08%-328.9pp | 578.55%-572.3pp |
| Employer contribution / active EE | $4,167 | $4,896-14.9% | $3,786+10.1% | $4,876-14.5% |
| Participant deferral / active EE | $2,471 | $5,316-53.5% | $4,482-44.9% | $5,439-54.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |