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 | $10,991 | $133,958-91.8% | $112,228-90.2% | $134,475-91.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -20.54% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,021 | $4,038-50.0% | $3,635-44.4% | $4,740-57.4% |
| Participant deferral / active EE | $2,820 | $5,291-46.7% | $4,728-40.4% | $6,400-55.9% |
| Admin fee / account holder | $11 | $7,489-99.9% | $6,410-99.8% | $11,426-99.9% |