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 | $30,849 | $171,865-82.1% | $149,718-79.4% | $147,584-79.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.79% | 2113.22%-2111.4pp | 1501.63%-1499.8pp | 578.55%-576.8pp |
| Employer contribution / active EE | $10,971 | $6,275+74.8% | $5,445+101.5% | $4,876+125.0% |
| Participant deferral / active EE | $5,239 | $7,271-27.9% | $6,569-20.2% | $5,439-3.7% |
| Admin fee / account holder | $38 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |