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 | $15,476 | $167,484-90.8% | $151,611-89.8% | $134,475-88.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -22.39% | 7.80%-30.2pp | 3.33%-25.7pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,936 | $6,829-42.4% | $6,166-36.2% | $4,740-17.0% |
| Participant deferral / active EE | $5,552 | $8,986-38.2% | $8,363-33.6% | $6,400-13.2% |
| Admin fee / account holder | $41 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |