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 | $29,563 | $209,832-85.9% | $189,513-84.4% | $167,490-82.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.07% | 748.27%-740.2pp | 555.15%-547.1pp | 478.56%-470.5pp |
| Employer contribution / active EE | $4,805 | $6,914-30.5% | $6,162-22.0% | $4,837-0.7% |
| Participant deferral / active EE | $9,840 | $8,935+10.1% | $8,221+19.7% | $6,341+55.2% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |