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 | $8,524 | $133,958-93.6% | $112,228-92.4% | $134,475-93.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.97% | 47.11%-68.1pp | 27.45%-48.4pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,062 | $4,038-48.9% | $3,635-43.3% | $4,740-56.5% |
| Participant deferral / active EE | $3,894 | $5,291-26.4% | $4,728-17.6% | $6,400-39.1% |
| Admin fee / account holder | $279 | $7,489-96.3% | $6,410-95.6% | $11,426-97.6% |