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 | $21,899 | $202,318-89.2% | $172,739-87.3% | $152,861-85.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 12.29% | 1029.65%-1017.4pp | 802.84%-790.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $2,785 | $5,856-52.4% | $5,143-45.8% | $4,762-41.5% |
| Participant deferral / active EE | $4,063 | $5,948-31.7% | $5,198-21.8% | $5,850-30.5% |
| Admin fee / account holder | $173 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |