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 | $29,081 | $144,119-79.8% | $117,854-75.3% | $147,584-80.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.03% | 531.15%-523.1pp | 335.08%-327.0pp | 578.55%-570.5pp |
| Employer contribution / active EE | $2,308 | $4,896-52.9% | $3,786-39.0% | $4,876-52.7% |
| Participant deferral / active EE | $3,785 | $5,316-28.8% | $4,482-15.6% | $5,439-30.4% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |