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 | $22,732 | $183,963-87.6% | $162,163-86.0% | $152,861-85.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 4.52% | 150.76%-146.2pp | 115.59%-111.1pp | 345.32%-340.8pp |
| Employer contribution / active EE | $1,940 | $6,371-69.6% | $5,614-65.4% | $4,762-59.3% |
| Participant deferral / active EE | $5,800 | $8,034-27.8% | $7,298-20.5% | $5,850-0.9% |
| Admin fee / account holder | $176 | $13,121-98.7% | $10,843-98.4% | $11,596-98.5% |