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 | $4,742 | $71,883-93.4% | $86,677-94.5% | $68,494-93.1% |
| Participation rate | 95.6% | 72.2%+23.3pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | -36.60% | 3.52%-40.1pp | 35.91%-72.5pp | -7.84%-28.8pp |
| Employer contribution / active EE | $1,937 | $2,173-10.9% | $2,836-31.7% | $2,596-25.4% |
| Participant deferral / active EE | $2,327 | $3,779-38.4% | $4,656-50.0% | $4,027-42.2% |
| Admin fee / account holder | $160 | $6,112-97.4% | $7,493-97.9% | $5,403-97.0% |