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 | $9,479 | $100,754-90.6% | $86,677-89.1% | $134,475-93.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -32.41% | 29.04%-61.4pp | 35.91%-68.3pp | 417.96%-450.4pp |
| Employer contribution / active EE | $781 | $3,489-77.6% | $2,836-72.5% | $4,740-83.5% |
| Participant deferral / active EE | $6,165 | $5,338+15.5% | $4,656+32.4% | $6,400-3.7% |
| Admin fee / account holder | $52 | $10,926-99.5% | $7,493-99.3% | $11,426-99.5% |