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 | $25,437 | $180,449-85.9% | $154,107-83.5% | $135,375-81.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -9.81% | 888.09%-897.9pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $9,092 | $6,035+50.7% | $5,298+71.6% | $4,779+90.3% |
| Participant deferral / active EE | $2,292 | $5,806-60.5% | $5,081-54.9% | $5,609-59.1% |
| Admin fee / account holder | $97 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |