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 7-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 | $3,711 | $167,307-97.8% | $143,757-97.4% | $134,475-97.2% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -20.96% | 0.46%-21.4pp | -0.04%-20.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,813 | $5,619-67.7% | $4,951-63.4% | $4,740-61.7% |
| Participant deferral / active EE | $3,193 | $6,446-50.5% | $5,637-43.4% | $6,400-50.1% |
| Admin fee / account holder | $128 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |