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 | $24,144 | $238,490-89.9% | $180,183-86.6% | $142,382-83.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 9.30% | 33.56%-24.3pp | 27.86%-18.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,000 | $6,143-51.2% | $5,039-40.5% | $4,299-30.2% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $6,822-100.0% | $6,507-100.0% |
| Admin fee / account holder | $250 | $28,866-99.1% | $19,975-98.7% | $12,624-98.0% |