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 | $3,889 | $73,867-94.7% | $143,757-97.3% | $68,494-94.3% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -24.52% | 1.01%-25.5pp | -0.04%-24.5pp | -7.84%-16.7pp |
| Employer contribution / active EE | $1,808 | $3,184-43.2% | $4,951-63.5% | $2,596-30.4% |
| Participant deferral / active EE | $2,735 | $3,384-19.2% | $5,637-51.5% | $4,027-32.1% |
| Admin fee / account holder | $199 | $5,755-96.5% | $14,673-98.6% | $5,403-96.3% |