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 | $25,835 | $198,466-87.0% | $170,442-84.8% | $147,584-82.5% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 8.62% | 257.29%-248.7pp | 205.93%-197.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $6,367 | $6,184+3.0% | $5,433+17.2% | $4,876+30.6% |
| Participant deferral / active EE | $2,493 | $5,629-55.7% | $4,939-49.5% | $5,439-54.2% |
| Admin fee / account holder | $136 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |