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 | $12,412 | $142,344-91.3% | $119,609-89.6% | $134,475-90.8% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -20.24% | -12.44%-7.8pp | -14.97%-5.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,617 | $5,222-49.9% | $4,232-38.2% | $4,740-44.8% |
| Participant deferral / active EE | $5,064 | $6,469-21.7% | $5,602-9.6% | $6,400-20.9% |
| Admin fee / account holder | $276 | $13,584-98.0% | $10,323-97.3% | $11,426-97.6% |