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 6-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 | $16,735 | $167,484-90.0% | $151,611-89.0% | $134,475-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.44% | 7.80%-29.2pp | 3.33%-24.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,847 | $6,829-73.0% | $6,166-70.0% | $4,740-61.0% |
| Participant deferral / active EE | $5,525 | $8,986-38.5% | $8,363-33.9% | $6,400-13.7% |
| Admin fee / account holder | $174 | $13,783-98.7% | $11,616-98.5% | $11,426-98.5% |