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 | $11,183 | $138,044-91.9% | $125,339-91.1% | $134,475-91.7% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -35.34% | 750.33%-785.7pp | 572.05%-607.4pp | 417.96%-453.3pp |
| Employer contribution / active EE | $1,902 | $5,243-63.7% | $4,814-60.5% | $4,740-59.9% |
| Participant deferral / active EE | $6,637 | $7,799-14.9% | $7,446-10.9% | $6,400+3.7% |
| Admin fee / account holder | $47 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |