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 | $11,988 | $167,307-92.8% | $143,757-91.7% | $134,475-91.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -22.84% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,409 | $5,619-74.9% | $4,951-71.5% | $4,740-70.3% |
| Participant deferral / active EE | $6,244 | $6,446-3.1% | $5,637+10.8% | $6,400-2.4% |
| Admin fee / account holder | $194 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |