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 7-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 | $15,983 | $82,664-80.7% | $125,339-87.2% | $68,494-76.7% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -19.98% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,534 | $3,381+4.5% | $4,814-26.6% | $2,596+36.1% |
| Participant deferral / active EE | $5,255 | $6,110-14.0% | $7,446-29.4% | $4,027+30.5% |
| Admin fee / account holder | $256 | $6,275-95.9% | $10,010-97.4% | $5,403-95.3% |