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 | $7,178 | $133,958-94.6% | $112,228-93.6% | $134,475-94.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -29.41% | 47.11%-76.5pp | 27.45%-56.9pp | 417.96%-447.4pp |
| Employer contribution / active EE | $2,476 | $4,038-38.7% | $3,635-31.9% | $4,740-47.8% |
| Participant deferral / active EE | $5,001 | $5,291-5.5% | $4,728+5.8% | $6,400-21.9% |
| Admin fee / account holder | $232 | $7,489-96.9% | $6,410-96.4% | $11,426-98.0% |