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 | $4,434 | $64,707-93.1% | $112,228-96.0% | $68,494-93.5% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -28.81% | -11.40%-17.4pp | 27.45%-56.3pp | -7.84%-21.0pp |
| Employer contribution / active EE | $1,718 | $2,746-37.4% | $3,635-52.7% | $2,596-33.8% |
| Participant deferral / active EE | $3,222 | $3,565-9.6% | $4,728-31.8% | $4,027-20.0% |
| Admin fee / account holder | $141 | $5,232-97.3% | $6,410-97.8% | $5,403-97.4% |