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 | $12,057 | $167,307-92.8% | $143,757-91.6% | $134,475-91.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.00% | 0.46%-28.5pp | -0.04%-28.0pp | 417.96%-446.0pp |
| Employer contribution / active EE | $2,486 | $5,619-55.8% | $4,951-49.8% | $4,740-47.5% |
| Participant deferral / active EE | $7,172 | $6,446+11.3% | $5,637+27.2% | $6,400+12.1% |
| Admin fee / account holder | $81 | $18,088-99.6% | $14,673-99.4% | $11,426-99.3% |