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 | $22,739 | $202,318-88.8% | $172,739-86.8% | $152,861-85.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 10.26% | 1029.65%-1019.4pp | 802.84%-792.6pp | 345.32%-335.1pp |
| Employer contribution / active EE | $1,779 | $5,856-69.6% | $5,143-65.4% | $4,762-62.6% |
| Participant deferral / active EE | $6,109 | $5,948+2.7% | $5,198+17.5% | $5,850+4.4% |
| Admin fee / account holder | $260 | $17,109-98.5% | $13,954-98.1% | $11,596-97.8% |