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 | $7,874 | $129,942-93.9% | $104,294-92.5% | $134,475-94.1% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -27.09% | 42.03%-69.1pp | 24.61%-51.7pp | 417.96%-445.1pp |
| Employer contribution / active EE | $2,880 | $4,184-31.2% | $3,372-14.6% | $4,740-39.2% |
| Participant deferral / active EE | $3,642 | $5,588-34.8% | $4,625-21.3% | $6,400-43.1% |
| Admin fee / account holder | $10 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |