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 | $19,070 | $142,344-86.6% | $119,609-84.1% | $134,475-85.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -22.14% | -12.44%-9.7pp | -14.97%-7.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $3,028 | $5,222-42.0% | $4,232-28.4% | $4,740-36.1% |
| Participant deferral / active EE | $6,057 | $6,469-6.4% | $5,602+8.1% | $6,400-5.4% |
| Admin fee / account holder | $82 | $13,584-99.4% | $10,323-99.2% | $11,426-99.3% |