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 | $9,749 | $211,958-95.4% | $169,463-94.2% | $135,375-92.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -23.38% | 3.26%-26.6pp | 1.83%-25.2pp | 519.73%-543.1pp |
| Employer contribution / active EE | $3,037 | $5,120-40.7% | $4,159-27.0% | $4,779-36.4% |
| Participant deferral / active EE | $4,268 | $6,075-29.8% | $5,277-19.1% | $5,609-23.9% |
| Admin fee / account holder | $14 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |