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 | $15,711 | $167,484-90.6% | $151,611-89.6% | $134,475-88.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.98% | 7.80%-46.8pp | 3.33%-42.3pp | 417.96%-456.9pp |
| Employer contribution / active EE | $4,510 | $6,829-34.0% | $6,166-26.9% | $4,740-4.9% |
| Participant deferral / active EE | $6,391 | $8,986-28.9% | $8,363-23.6% | $6,400-0.1% |
| Admin fee / account holder | $85 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |