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 | $14,072 | $138,044-89.8% | $125,339-88.8% | $134,475-89.5% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -29.38% | 750.33%-779.7pp | 572.05%-601.4pp | 417.96%-447.3pp |
| Employer contribution / active EE | $3,316 | $5,243-36.8% | $4,814-31.1% | $4,740-30.0% |
| Participant deferral / active EE | $4,730 | $7,799-39.3% | $7,446-36.5% | $6,400-26.1% |
| Admin fee / account holder | $63 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |