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 | $7,481 | $167,307-95.5% | $143,757-94.8% | $134,475-94.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.94% | 0.46%-22.4pp | -0.04%-21.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,410 | $5,619-57.1% | $4,951-51.3% | $4,740-49.2% |
| Participant deferral / active EE | $3,121 | $6,446-51.6% | $5,637-44.6% | $6,400-51.2% |
| Admin fee / account holder | $172 | $18,088-99.1% | $14,673-98.8% | $11,426-98.5% |