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 | $12,338 | $167,307-92.6% | $143,757-91.4% | $134,475-90.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -34.72% | 0.46%-35.2pp | -0.04%-34.7pp | 417.96%-452.7pp |
| Employer contribution / active EE | $2,124 | $5,619-62.2% | $4,951-57.1% | $4,740-55.2% |
| Participant deferral / active EE | $4,810 | $6,446-25.4% | $5,637-14.7% | $6,400-24.8% |
| Admin fee / account holder | $299 | $18,088-98.3% | $14,673-98.0% | $11,426-97.4% |