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 8-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 | $30,085 | $202,318-85.1% | $172,739-82.6% | $152,861-80.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.15% | 1029.65%-1020.5pp | 802.84%-793.7pp | 345.32%-336.2pp |
| Employer contribution / active EE | $2,413 | $5,856-58.8% | $5,143-53.1% | $4,762-49.3% |
| Participant deferral / active EE | $9,603 | $5,948+61.5% | $5,198+84.8% | $5,850+64.2% |
| Admin fee / account holder | $117 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |