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 | $10,484 | $190,805-94.5% | $159,960-93.4% | $134,475-92.2% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -95.54% | 552.23%-647.8pp | 408.60%-504.1pp | 417.96%-513.5pp |
| Employer contribution / active EE | $10,921 | $4,995+118.6% | $4,226+158.4% | $4,740+130.4% |
| Participant deferral / active EE | $2,487 | $6,923-64.1% | $6,182-59.8% | $6,400-61.1% |
| Admin fee / account holder | $57 | $10,471-99.5% | $8,698-99.3% | $11,426-99.5% |