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 | $6,635 | $142,344-95.3% | $119,609-94.5% | $134,475-95.1% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -21.58% | -12.44%-9.1pp | -14.97%-6.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,308 | $5,222-55.8% | $4,232-45.5% | $4,740-51.3% |
| Participant deferral / active EE | $2,055 | $6,469-68.2% | $5,602-63.3% | $6,400-67.9% |
| Admin fee / account holder | $181 | $13,584-98.7% | $10,323-98.2% | $11,426-98.4% |