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 | $9,152 | $59,805-84.7% | $79,550-88.5% | $68,494-86.6% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.5%+20.2pp | 67.9%+21.8pp |
| Annual return | -23.27% | -12.30%-11.0pp | 0.16%-23.4pp | -7.84%-15.4pp |
| Employer contribution / active EE | $2,679 | $1,505+78.0% | $2,413+11.0% | $2,596+3.2% |
| Participant deferral / active EE | $4,847 | $3,024+60.3% | $3,985+21.6% | $4,027+20.4% |
| Admin fee / account holder | $206 | $4,835-95.7% | $6,832-97.0% | $5,403-96.2% |