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 | $3,707 | $73,867-95.0% | $143,757-97.4% | $68,494-94.6% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -27.64% | 1.01%-28.6pp | -0.04%-27.6pp | -7.84%-19.8pp |
| Employer contribution / active EE | $1,615 | $3,184-49.3% | $4,951-67.4% | $2,596-37.8% |
| Participant deferral / active EE | $1,540 | $3,384-54.5% | $5,637-72.7% | $4,027-61.8% |
| Admin fee / account holder | $177 | $5,755-96.9% | $14,673-98.8% | $5,403-96.7% |