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 | $14,202 | $142,344-90.0% | $119,609-88.1% | $134,475-89.4% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -24.20% | -12.44%-11.8pp | -14.97%-9.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,341 | $5,222-55.2% | $4,232-44.7% | $4,740-50.6% |
| Participant deferral / active EE | $5,612 | $6,469-13.3% | $5,602+0.2% | $6,400-12.3% |
| Admin fee / account holder | $46 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |