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 | $5,243 | $133,958-96.1% | $112,228-95.3% | $134,475-96.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -28.86% | 47.11%-76.0pp | 27.45%-56.3pp | 417.96%-446.8pp |
| Employer contribution / active EE | $1,153 | $4,038-71.4% | $3,635-68.3% | $4,740-75.7% |
| Participant deferral / active EE | $2,333 | $5,291-55.9% | $4,728-50.7% | $6,400-63.5% |
| Admin fee / account holder | $34 | $7,489-99.5% | $6,410-99.5% | $11,426-99.7% |