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 | $18,435 | $167,484-89.0% | $151,611-87.8% | $134,475-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -63.65% | 7.80%-71.5pp | 3.33%-67.0pp | 417.96%-481.6pp |
| Employer contribution / active EE | $4,415 | $6,829-35.4% | $6,166-28.4% | $4,740-6.8% |
| Participant deferral / active EE | $16,483 | $8,986+83.4% | $8,363+97.1% | $6,400+157.5% |
| Admin fee / account holder | $16 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |