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 | $24,557 | $198,466-87.6% | $170,442-85.6% | $147,584-83.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.45% | 257.29%-250.8pp | 205.93%-199.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $2,000 | $6,184-67.7% | $5,433-63.2% | $4,876-59.0% |
| Participant deferral / active EE | $2,319 | $5,629-58.8% | $4,939-53.1% | $5,439-57.4% |
| Admin fee / account holder | $94 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |