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 | $9,689 | $138,044-93.0% | $125,339-92.3% | $134,475-92.8% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -31.59% | 750.33%-781.9pp | 572.05%-603.6pp | 417.96%-449.6pp |
| Employer contribution / active EE | $2,740 | $5,243-47.7% | $4,814-43.1% | $4,740-42.2% |
| Participant deferral / active EE | $4,989 | $7,799-36.0% | $7,446-33.0% | $6,400-22.0% |
| Admin fee / account holder | $64 | $11,571-99.5% | $10,010-99.4% | $11,426-99.4% |