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 | $3,927 | $167,307-97.7% | $143,757-97.3% | $134,475-97.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -55.00% | 0.46%-55.5pp | -0.04%-55.0pp | 417.96%-473.0pp |
| Employer contribution / active EE | $1,516 | $5,619-73.0% | $4,951-69.4% | $4,740-68.0% |
| Participant deferral / active EE | $6,421 | $6,446-0.4% | $5,637+13.9% | $6,400+0.3% |
| Admin fee / account holder | $181 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |