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 | $21,161 | $198,466-89.3% | $170,442-87.6% | $147,584-85.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.96% | 257.29%-248.3pp | 205.93%-197.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $3,532 | $6,184-42.9% | $5,433-35.0% | $4,876-27.6% |
| Participant deferral / active EE | $3,231 | $5,629-42.6% | $4,939-34.6% | $5,439-40.6% |
| Admin fee / account holder | $83 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |