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 | $12,410 | $167,484-92.6% | $151,611-91.8% | $134,475-90.8% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.5%+0.7pp | 81.2%+7.0pp |
| Annual return | -24.57% | 7.80%-32.4pp | 3.33%-27.9pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,987 | $6,829-70.9% | $6,166-67.8% | $4,740-58.1% |
| Participant deferral / active EE | $4,693 | $8,986-47.8% | $8,363-43.9% | $6,400-26.7% |
| Admin fee / account holder | $239 | $13,783-98.3% | $11,616-97.9% | $11,426-97.9% |