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 | $6,107 | $71,883-91.5% | $86,677-93.0% | $68,494-91.1% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -22.34% | 3.52%-25.9pp | 35.91%-58.2pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,549 | $2,173-28.7% | $2,836-45.4% | $2,596-40.4% |
| Participant deferral / active EE | $2,301 | $3,779-39.1% | $4,656-50.6% | $4,027-42.9% |
| Admin fee / account holder | $161 | $6,112-97.4% | $7,493-97.8% | $5,403-97.0% |