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 | $6,067 | $133,958-95.5% | $112,228-94.6% | $134,475-95.5% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -54.31% | 47.11%-101.4pp | 27.45%-81.8pp | 417.96%-472.3pp |
| Employer contribution / active EE | $2,193 | $4,038-45.7% | $3,635-39.7% | $4,740-53.7% |
| Participant deferral / active EE | $3,580 | $5,291-32.3% | $4,728-24.3% | $6,400-44.1% |
| Admin fee / account holder | $14 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |