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 7-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 | $17,970 | $167,307-89.3% | $143,757-87.5% | $134,475-86.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.19% | 0.46%-22.7pp | -0.04%-22.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,990 | $5,619-64.6% | $4,951-59.8% | $4,740-58.0% |
| Participant deferral / active EE | $4,977 | $6,446-22.8% | $5,637-11.7% | $6,400-22.2% |
| Admin fee / account holder | $107 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |