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 | $8,609 | $167,484-94.9% | $151,611-94.3% | $134,475-93.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -21.37% | 7.80%-29.2pp | 3.33%-24.7pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,550 | $6,829-77.3% | $6,166-74.9% | $4,740-67.3% |
| Participant deferral / active EE | $5,048 | $8,986-43.8% | $8,363-39.6% | $6,400-21.1% |
| Admin fee / account holder | $46 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |