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 | $15,296 | $167,307-90.9% | $143,757-89.4% | $134,475-88.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.86% | 0.46%-34.3pp | -0.04%-33.8pp | 417.96%-451.8pp |
| Employer contribution / active EE | $2,463 | $5,619-56.2% | $4,951-50.2% | $4,740-48.0% |
| Participant deferral / active EE | $7,583 | $6,446+17.6% | $5,637+34.5% | $6,400+18.5% |
| Admin fee / account holder | $106 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |