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 6-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 | $7,295 | $167,307-95.6% | $143,757-94.9% | $134,475-94.6% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -24.36% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,629 | $5,619-71.0% | $4,951-67.1% | $4,740-65.6% |
| Participant deferral / active EE | $2,808 | $6,446-56.4% | $5,637-50.2% | $6,400-56.1% |
| Admin fee / account holder | $227 | $18,088-98.7% | $14,673-98.5% | $11,426-98.0% |