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 | $18,405 | $167,307-89.0% | $143,757-87.2% | $134,475-86.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.06% | 0.46%-24.5pp | -0.04%-24.0pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,373 | $5,619-57.8% | $4,951-52.1% | $4,740-49.9% |
| Participant deferral / active EE | $9,806 | $6,446+52.1% | $5,637+74.0% | $6,400+53.2% |
| Admin fee / account holder | $94 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |