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 | $9,309 | $133,958-93.1% | $112,228-91.7% | $134,475-93.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -34.73% | 47.11%-81.8pp | 27.45%-62.2pp | 417.96%-452.7pp |
| Employer contribution / active EE | $5,334 | $4,038+32.1% | $3,635+46.7% | $4,740+12.5% |
| Participant deferral / active EE | $3,837 | $5,291-27.5% | $4,728-18.8% | $6,400-40.0% |
| Admin fee / account holder | $46 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |