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 | $11,274 | $167,484-93.3% | $151,611-92.6% | $134,475-91.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.13% | 7.80%-29.9pp | 3.33%-25.5pp | 417.96%-440.1pp |
| Employer contribution / active EE | $3,788 | $6,829-44.5% | $6,166-38.6% | $4,740-20.1% |
| Participant deferral / active EE | $8,620 | $8,986-4.1% | $8,363+3.1% | $6,400+34.7% |
| Admin fee / account holder | $61 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |