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 8-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 | $8,922 | $147,167-93.9% | $111,392-92.0% | $135,375-93.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -38.45% | -4.44%-34.0pp | -2.06%-36.4pp | 519.73%-558.2pp |
| Employer contribution / active EE | $1,972 | $5,204-62.1% | $4,328-54.4% | $4,779-58.7% |
| Participant deferral / active EE | $5,847 | $6,565-10.9% | $5,567+5.0% | $5,609+4.2% |
| Admin fee / account holder | $128 | $20,270-99.4% | $12,266-99.0% | $10,827-98.8% |