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 | $8,358 | $167,307-95.0% | $143,757-94.2% | $134,475-93.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -20.99% | 0.46%-21.5pp | -0.04%-20.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,728 | $5,619-69.2% | $4,951-65.1% | $4,740-63.5% |
| Participant deferral / active EE | $2,970 | $6,446-53.9% | $5,637-47.3% | $6,400-53.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |