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 6-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 | $17,496 | $167,307-89.5% | $143,757-87.8% | $134,475-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.77% | 0.46%-29.2pp | -0.04%-28.7pp | 417.96%-446.7pp |
| Employer contribution / active EE | $4,915 | $5,619-12.5% | $4,951-0.7% | $4,740+3.7% |
| Participant deferral / active EE | $7,155 | $6,446+11.0% | $5,637+26.9% | $6,400+11.8% |
| Admin fee / account holder | $31 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |