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 | $12,401 | $167,484-92.6% | $151,611-91.8% | $134,475-90.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.24% | 7.80%-42.0pp | 3.33%-37.6pp | 417.96%-452.2pp |
| Employer contribution / active EE | $3,911 | $6,829-42.7% | $6,166-36.6% | $4,740-17.5% |
| Participant deferral / active EE | $6,236 | $8,986-30.6% | $8,363-25.4% | $6,400-2.6% |
| Admin fee / account holder | $38 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |