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 | $4,744 | $167,307-97.2% | $143,757-96.7% | $134,475-96.5% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -32.20% | 0.46%-32.7pp | -0.04%-32.2pp | 417.96%-450.2pp |
| Employer contribution / active EE | $1,454 | $5,619-74.1% | $4,951-70.6% | $4,740-69.3% |
| Participant deferral / active EE | $3,256 | $6,446-49.5% | $5,637-42.2% | $6,400-49.1% |
| Admin fee / account holder | $225 | $18,088-98.8% | $14,673-98.5% | $11,426-98.0% |