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 | $6,425 | $129,942-95.1% | $104,294-93.8% | $134,475-95.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -23.51% | 42.03%-65.5pp | 24.61%-48.1pp | 417.96%-441.5pp |
| Employer contribution / active EE | $3,120 | $4,184-25.4% | $3,372-7.5% | $4,740-34.2% |
| Participant deferral / active EE | $4,680 | $5,588-16.2% | $4,625+1.2% | $6,400-26.9% |
| Admin fee / account holder | $21 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |