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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,849 | $344,948+32.2% | $334,201+36.4% | $338,187+34.8% |
| Participation rate | 100.0% | 51.8%+48.2pp | 43.9%+56.1pp | 44.0%+56.0pp |
| Annual return | -3.28% | 10.03%-13.3pp | 9.84%-13.1pp | 13.05%-16.3pp |
| Employer contribution / active EE | $7,750 | $31,905-75.7% | $30,320-74.4% | $37,639-79.4% |
| Participant deferral / active EE | $24,250 | $67+36299.5% | $66+36598.6% | $49+49651.2% |
| Admin fee / account holder | $0 | $59,591-100.0% | $53,213-100.0% | $30,864-100.0% |