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 | $20,127 | $167,484-88.0% | $151,611-86.7% | $134,475-85.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.33% | 7.80%-30.1pp | 3.33%-25.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $7,640 | $6,829+11.9% | $6,166+23.9% | $4,740+61.2% |
| Participant deferral / active EE | $8,893 | $8,986-1.0% | $8,363+6.3% | $6,400+39.0% |
| Admin fee / account holder | $62 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |