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 7-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 | $21,830 | $202,318-89.2% | $172,739-87.4% | $152,861-85.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.02% | 1029.65%-1023.6pp | 802.84%-796.8pp | 345.32%-339.3pp |
| Employer contribution / active EE | $11,624 | $5,856+98.5% | $5,143+126.0% | $4,762+144.1% |
| Participant deferral / active EE | $6,881 | $5,948+15.7% | $5,198+32.4% | $5,850+17.6% |
| Admin fee / account holder | $41 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |