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 | $9,842 | $95,862-89.7% | $79,550-87.6% | $134,475-92.7% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -24.54% | -2.69%-21.9pp | 0.16%-24.7pp | 417.96%-442.5pp |
| Employer contribution / active EE | $2,352 | $3,128-24.8% | $2,413-2.5% | $4,740-50.4% |
| Participant deferral / active EE | $1,839 | $4,693-60.8% | $3,985-53.8% | $6,400-71.3% |
| Admin fee / account holder | $186 | $9,126-98.0% | $6,832-97.3% | $11,426-98.4% |