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 | $20,031 | $202,318-90.1% | $172,739-88.4% | $152,861-86.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.44% | 1029.65%-1019.2pp | 802.84%-792.4pp | 345.32%-334.9pp |
| Employer contribution / active EE | $7,019 | $5,856+19.9% | $5,143+36.5% | $4,762+47.4% |
| Participant deferral / active EE | $4,501 | $5,948-24.3% | $5,198-13.4% | $5,850-23.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |