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 6-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 | $20,304 | $167,484-87.9% | $151,611-86.6% | $134,475-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.85% | 7.80%-31.6pp | 3.33%-27.2pp | 417.96%-441.8pp |
| Employer contribution / active EE | $3,188 | $6,829-53.3% | $6,166-48.3% | $4,740-32.7% |
| Participant deferral / active EE | $6,062 | $8,986-32.5% | $8,363-27.5% | $6,400-5.3% |
| Admin fee / account holder | $75 | $13,783-99.5% | $11,616-99.4% | $11,426-99.3% |