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 | $7,232 | $167,484-95.7% | $151,611-95.2% | $134,475-94.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -47.75% | 7.80%-55.5pp | 3.33%-51.1pp | 417.96%-465.7pp |
| Employer contribution / active EE | $3,133 | $6,829-54.1% | $6,166-49.2% | $4,740-33.9% |
| Participant deferral / active EE | $3,514 | $8,986-60.9% | $8,363-58.0% | $6,400-45.1% |
| Admin fee / account holder | $39 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |