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 | $12,579 | $142,344-91.2% | $119,609-89.5% | $134,475-90.6% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -40.83% | -12.44%-28.4pp | -14.97%-25.9pp | 417.96%-458.8pp |
| Employer contribution / active EE | $1,466 | $5,222-71.9% | $4,232-65.4% | $4,740-69.1% |
| Participant deferral / active EE | $7,891 | $6,469+22.0% | $5,602+40.9% | $6,400+23.3% |
| Admin fee / account holder | $20 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |