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 4-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 | $19,919 | $167,484-88.1% | $151,611-86.9% | $134,475-85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.83% | 7.80%-35.6pp | 3.33%-31.2pp | 417.96%-445.8pp |
| Employer contribution / active EE | $19,305 | $6,829+182.7% | $6,166+213.1% | $4,740+307.3% |
| Participant deferral / active EE | $17,119 | $8,986+90.5% | $8,363+104.7% | $6,400+167.5% |
| Admin fee / account holder | $270 | $13,783-98.0% | $11,616-97.7% | $11,426-97.6% |