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 | $20,023 | $232,540-91.4% | $185,117-89.2% | $147,584-86.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.03% | 43.03%-39.0pp | 40.50%-36.5pp | 578.55%-574.5pp |
| Employer contribution / active EE | $3,309 | $5,195-36.3% | $4,182-20.9% | $4,876-32.1% |
| Participant deferral / active EE | $5,036 | $5,834-13.7% | $5,045-0.2% | $5,439-7.4% |
| Admin fee / account holder | $25 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |