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 | $8,841 | $133,958-93.4% | $112,228-92.1% | $134,475-93.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -71.20% | 47.11%-118.3pp | 27.45%-98.7pp | 417.96%-489.2pp |
| Employer contribution / active EE | $4,520 | $4,038+11.9% | $3,635+24.4% | $4,740-4.6% |
| Participant deferral / active EE | $5,084 | $5,291-3.9% | $4,728+7.5% | $6,400-20.6% |
| Admin fee / account holder | $56 | $7,489-99.3% | $6,410-99.1% | $11,426-99.5% |