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 | $6,628 | $73,867-91.0% | $143,757-95.4% | $68,494-90.3% |
| Participation rate | 95.1% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -31.62% | 1.01%-32.6pp | -0.04%-31.6pp | -7.84%-23.8pp |
| Employer contribution / active EE | $2,197 | $3,184-31.0% | $4,951-55.6% | $2,596-15.4% |
| Participant deferral / active EE | $2,253 | $3,384-33.4% | $5,637-60.0% | $4,027-44.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |