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 5-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 | $7,059 | $167,307-95.8% | $143,757-95.1% | $134,475-94.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.15% | 0.46%-25.6pp | -0.04%-25.1pp | 417.96%-443.1pp |
| Employer contribution / active EE | $2,384 | $5,619-57.6% | $4,951-51.8% | $4,740-49.7% |
| Participant deferral / active EE | $2,578 | $6,446-60.0% | $5,637-54.3% | $6,400-59.7% |
| Admin fee / account holder | $39 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |