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 6-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 | $5,913 | $142,344-95.8% | $119,609-95.1% | $134,475-95.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -53.98% | -12.44%-41.5pp | -14.97%-39.0pp | 417.96%-471.9pp |
| Employer contribution / active EE | $3,396 | $5,222-35.0% | $4,232-19.7% | $4,740-28.3% |
| Participant deferral / active EE | $3,240 | $6,469-49.9% | $5,602-42.2% | $6,400-49.4% |
| Admin fee / account holder | $62 | $13,584-99.5% | $10,323-99.4% | $11,426-99.5% |