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 | $10,161 | $46,674-78.2% | $117,472-91.4% | $68,494-85.2% |
| Participation rate | 90.0% | 56.8%+33.2pp | 70.6%+19.4pp | 67.9%+22.1pp |
| Annual return | -24.24% | -14.52%-9.7pp | 29.74%-54.0pp | -7.84%-16.4pp |
| Employer contribution / active EE | $2,515 | $1,505+67.2% | $4,176-39.8% | $2,596-3.1% |
| Participant deferral / active EE | $5,318 | $2,636+101.7% | $4,070+30.7% | $4,027+32.0% |
| Admin fee / account holder | $52 | $4,020-98.7% | $5,645-99.1% | $5,403-99.0% |