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 | $9,665 | $142,344-93.2% | $119,609-91.9% | $134,475-92.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.12% | -12.44%-9.7pp | -14.97%-7.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,312 | $5,222-55.7% | $4,232-45.4% | $4,740-51.2% |
| Participant deferral / active EE | $2,312 | $6,469-64.3% | $5,602-58.7% | $6,400-63.9% |
| Admin fee / account holder | $55 | $13,584-99.6% | $10,323-99.5% | $11,426-99.5% |