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 8-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 | $6,435 | $138,065-95.3% | $123,544-94.8% | $135,375-95.2% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -15.91% | 153.68%-169.6pp | 119.20%-135.1pp | 519.73%-535.6pp |
| Employer contribution / active EE | $1,401 | $5,151-72.8% | $4,628-69.7% | $4,779-70.7% |
| Participant deferral / active EE | $2,396 | $6,799-64.8% | $6,426-62.7% | $5,609-57.3% |
| Admin fee / account holder | $159 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |