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 | $14,942 | $167,307-91.1% | $143,757-89.6% | $134,475-88.9% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -21.43% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,776 | $5,619-50.6% | $4,951-43.9% | $4,740-41.4% |
| Participant deferral / active EE | $6,577 | $6,446+2.0% | $5,637+16.7% | $6,400+2.8% |
| Admin fee / account holder | $278 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |