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 6-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 | $18,365 | $167,307-89.0% | $143,757-87.2% | $134,475-86.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.16% | 0.46%-36.6pp | -0.04%-36.1pp | 417.96%-454.1pp |
| Employer contribution / active EE | $5,549 | $5,619-1.3% | $4,951+12.1% | $4,740+17.1% |
| Participant deferral / active EE | $6,144 | $6,446-4.7% | $5,637+9.0% | $6,400-4.0% |
| Admin fee / account holder | $208 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |