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 7-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 | $24,463 | $202,318-87.9% | $172,739-85.8% | $152,861-84.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.43% | 1029.65%-1019.2pp | 802.84%-792.4pp | 345.32%-334.9pp |
| Employer contribution / active EE | $7,840 | $5,856+33.9% | $5,143+52.5% | $4,762+64.6% |
| Participant deferral / active EE | $4,055 | $5,948-31.8% | $5,198-22.0% | $5,850-30.7% |
| Admin fee / account holder | $46 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |