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 | $7,084 | $138,044-94.9% | $125,339-94.3% | $134,475-94.7% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -28.22% | 750.33%-778.5pp | 572.05%-600.3pp | 417.96%-446.2pp |
| Employer contribution / active EE | $1,995 | $5,243-61.9% | $4,814-58.5% | $4,740-57.9% |
| Participant deferral / active EE | $3,041 | $7,799-61.0% | $7,446-59.2% | $6,400-52.5% |
| Admin fee / account holder | $90 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |