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 | $7,215 | $133,958-94.6% | $112,228-93.6% | $134,475-94.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -46.62% | 47.11%-93.7pp | 27.45%-74.1pp | 417.96%-464.6pp |
| Employer contribution / active EE | $2,447 | $4,038-39.4% | $3,635-32.7% | $4,740-48.4% |
| Participant deferral / active EE | $4,125 | $5,291-22.0% | $4,728-12.7% | $6,400-35.5% |
| Admin fee / account holder | $19 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |