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 | $9,983 | $105,860-90.6% | $90,749-89.0% | $134,475-92.6% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -23.86% | -11.01%-12.9pp | -12.16%-11.7pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,330 | $3,462-61.6% | $2,921-54.5% | $4,740-71.9% |
| Participant deferral / active EE | $3,995 | $5,216-23.4% | $4,564-12.5% | $6,400-37.6% |
| Admin fee / account holder | $190 | $13,938-98.6% | $8,445-97.8% | $11,426-98.3% |