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 | $4,834 | $105,998-95.4% | $92,233-94.8% | $147,584-96.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.37% | 50.05%-42.7pp | 176.28%-168.9pp | 578.55%-571.2pp |
| Employer contribution / active EE | $1,843 | $4,333-57.5% | $3,679-49.9% | $4,876-62.2% |
| Participant deferral / active EE | $2,454 | $4,478-45.2% | $3,897-37.0% | $5,439-54.9% |
| Admin fee / account holder | $293 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |