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 | $9,422 | $167,484-94.4% | $151,611-93.8% | $134,475-93.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -39.48% | 7.80%-47.3pp | 3.33%-42.8pp | 417.96%-457.4pp |
| Employer contribution / active EE | $3,289 | $6,829-51.8% | $6,166-46.7% | $4,740-30.6% |
| Participant deferral / active EE | $4,989 | $8,986-44.5% | $8,363-40.3% | $6,400-22.0% |
| Admin fee / account holder | $27 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |