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 | $10,169 | $142,344-92.9% | $119,609-91.5% | $134,475-92.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.29% | -12.44%-7.9pp | -14.97%-5.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,240 | $5,222-76.3% | $4,232-70.7% | $4,740-73.8% |
| Participant deferral / active EE | $3,148 | $6,469-51.3% | $5,602-43.8% | $6,400-50.8% |
| Admin fee / account holder | $18 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |