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 4-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 | $12,261 | $142,344-91.4% | $119,609-89.7% | $134,475-90.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -31.87% | -12.44%-19.4pp | -14.97%-16.9pp | 417.96%-449.8pp |
| Employer contribution / active EE | $2,876 | $5,222-44.9% | $4,232-32.0% | $4,740-39.3% |
| Participant deferral / active EE | $7,920 | $6,469+22.4% | $5,602+41.4% | $6,400+23.8% |
| Admin fee / account holder | $14 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |