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 6-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 | $8,459 | $167,307-94.9% | $143,757-94.1% | $134,475-93.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -23.09% | 0.46%-23.6pp | -0.04%-23.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,552 | $5,619-72.4% | $4,951-68.6% | $4,740-67.3% |
| Participant deferral / active EE | $2,123 | $6,446-67.1% | $5,637-62.3% | $6,400-66.8% |
| Admin fee / account holder | $156 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |