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 | $7,968 | $95,862-91.7% | $79,550-90.0% | $134,475-94.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -23.20% | -2.69%-20.5pp | 0.16%-23.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $972 | $3,128-68.9% | $2,413-59.7% | $4,740-79.5% |
| Participant deferral / active EE | $4,702 | $4,693+0.2% | $3,985+18.0% | $6,400-26.5% |
| Admin fee / account holder | $26 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |