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 | $5,267 | $133,958-96.1% | $112,228-95.3% | $134,475-96.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -37.40% | 47.11%-84.5pp | 27.45%-64.9pp | 417.96%-455.4pp |
| Employer contribution / active EE | $1,420 | $4,038-64.8% | $3,635-60.9% | $4,740-70.0% |
| Participant deferral / active EE | $2,826 | $5,291-46.6% | $4,728-40.2% | $6,400-55.8% |
| Admin fee / account holder | $133 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |