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 4-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 | $8,751 | $100,754-91.3% | $86,677-89.9% | $134,475-93.5% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -28.86% | 29.04%-57.9pp | 35.91%-64.8pp | 417.96%-446.8pp |
| Employer contribution / active EE | $2,063 | $3,489-40.9% | $2,836-27.3% | $4,740-56.5% |
| Participant deferral / active EE | $4,323 | $5,338-19.0% | $4,656-7.1% | $6,400-32.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |