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 | $7,336 | $133,958-94.5% | $112,228-93.5% | $134,475-94.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -52.37% | 47.11%-99.5pp | 27.45%-79.8pp | 417.96%-470.3pp |
| Employer contribution / active EE | $2,312 | $4,038-42.7% | $3,635-36.4% | $4,740-51.2% |
| Participant deferral / active EE | $5,147 | $5,291-2.7% | $4,728+8.9% | $6,400-19.6% |
| Admin fee / account holder | $26 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |