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 | $11,060 | $171,865-93.6% | $149,718-92.6% | $147,584-92.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.66% | 2113.22%-2107.6pp | 1501.63%-1496.0pp | 578.55%-572.9pp |
| Employer contribution / active EE | $2,933 | $6,275-53.3% | $5,445-46.1% | $4,876-39.9% |
| Participant deferral / active EE | $6,498 | $7,271-10.6% | $6,569-1.1% | $5,439+19.5% |
| Admin fee / account holder | $32 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |