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 | $28,346 | $202,318-86.0% | $172,739-83.6% | $152,861-81.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.25% | 1029.65%-1022.4pp | 802.84%-795.6pp | 345.32%-338.1pp |
| Employer contribution / active EE | $1,258 | $5,856-78.5% | $5,143-75.5% | $4,762-73.6% |
| Participant deferral / active EE | $2,515 | $5,948-57.7% | $5,198-51.6% | $5,850-57.0% |
| Admin fee / account holder | $213 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |