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 | $4,164 | $59,805-93.0% | $79,550-94.8% | $68,494-93.9% |
| Participation rate | 86.9% | 61.1%+25.8pp | 69.5%+17.4pp | 67.9%+19.0pp |
| Annual return | -33.11% | -12.30%-20.8pp | 0.16%-33.3pp | -7.84%-25.3pp |
| Employer contribution / active EE | $1,523 | $1,505+1.2% | $2,413-36.9% | $2,596-41.4% |
| Participant deferral / active EE | $1,802 | $3,024-40.4% | $3,985-54.8% | $4,027-55.2% |
| Admin fee / account holder | $51 | $4,835-98.9% | $6,832-99.3% | $5,403-99.1% |