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 7-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 | $15,306 | $167,307-90.9% | $143,757-89.4% | $134,475-88.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -21.43% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $8,463 | $5,619+50.6% | $4,951+70.9% | $4,740+78.6% |
| Participant deferral / active EE | $2,318 | $6,446-64.0% | $5,637-58.9% | $6,400-63.8% |
| Admin fee / account holder | $182 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |