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 | $13,677 | $138,044-90.1% | $125,339-89.1% | $134,475-89.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -24.13% | 750.33%-774.5pp | 572.05%-596.2pp | 417.96%-442.1pp |
| Employer contribution / active EE | $2,749 | $5,243-47.6% | $4,814-42.9% | $4,740-42.0% |
| Participant deferral / active EE | $3,613 | $7,799-53.7% | $7,446-51.5% | $6,400-43.5% |
| Admin fee / account holder | $18 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |