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 | $8,233 | $167,307-95.1% | $143,757-94.3% | $134,475-93.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.73% | 0.46%-28.2pp | -0.04%-27.7pp | 417.96%-445.7pp |
| Employer contribution / active EE | $1,807 | $5,619-67.8% | $4,951-63.5% | $4,740-61.9% |
| Participant deferral / active EE | $4,092 | $6,446-36.5% | $5,637-27.4% | $6,400-36.1% |
| Admin fee / account holder | $297 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |