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 | $6,688 | $167,307-96.0% | $143,757-95.3% | $134,475-95.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -55.12% | 0.46%-55.6pp | -0.04%-55.1pp | 417.96%-473.1pp |
| Employer contribution / active EE | $2,894 | $5,619-48.5% | $4,951-41.5% | $4,740-38.9% |
| Participant deferral / active EE | $3,439 | $6,446-46.6% | $5,637-39.0% | $6,400-46.3% |
| Admin fee / account holder | $151 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |