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 4-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 | $7,277 | $167,307-95.7% | $143,757-94.9% | $134,475-94.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -41.09% | 0.46%-41.5pp | -0.04%-41.0pp | 417.96%-459.0pp |
| Employer contribution / active EE | $1,945 | $5,619-65.4% | $4,951-60.7% | $4,740-59.0% |
| Participant deferral / active EE | $5,503 | $6,446-14.6% | $5,637-2.4% | $6,400-14.0% |
| Admin fee / account holder | $103 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |