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 | $3,973 | $190,805-97.9% | $159,960-97.5% | $134,475-97.0% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -23.39% | 552.23%-575.6pp | 408.60%-432.0pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,116 | $4,995-77.7% | $4,226-73.6% | $4,740-76.5% |
| Participant deferral / active EE | $1,921 | $6,923-72.3% | $6,182-68.9% | $6,400-70.0% |
| Admin fee / account holder | $288 | $10,471-97.3% | $8,698-96.7% | $11,426-97.5% |