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 4-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 | $12,521 | $167,484-92.5% | $151,611-91.7% | $134,475-90.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -33.86% | 7.80%-41.7pp | 3.33%-37.2pp | 417.96%-451.8pp |
| Employer contribution / active EE | $1,750 | $6,829-74.4% | $6,166-71.6% | $4,740-63.1% |
| Participant deferral / active EE | $4,793 | $8,986-46.7% | $8,363-42.7% | $6,400-25.1% |
| Admin fee / account holder | $131 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |