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 | $8,199 | $100,754-91.9% | $86,677-90.5% | $134,475-93.9% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -216.27% | 29.04%-245.3pp | 35.91%-252.2pp | 417.96%-634.2pp |
| Employer contribution / active EE | $1,769 | $3,489-49.3% | $2,836-37.6% | $4,740-62.7% |
| Participant deferral / active EE | $4,232 | $5,338-20.7% | $4,656-9.1% | $6,400-33.9% |
| Admin fee / account holder | $41 | $10,926-99.6% | $7,493-99.5% | $11,426-99.6% |