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 | $22,840 | $167,484-86.4% | $151,611-84.9% | $134,475-83.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -36.84% | 7.80%-44.6pp | 3.33%-40.2pp | 417.96%-454.8pp |
| Employer contribution / active EE | $4,794 | $6,829-29.8% | $6,166-22.2% | $4,740+1.2% |
| Participant deferral / active EE | $8,739 | $8,986-2.7% | $8,363+4.5% | $6,400+36.6% |
| Admin fee / account holder | $84 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |