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 | $12,420 | $167,307-92.6% | $143,757-91.4% | $134,475-90.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.27% | 0.46%-32.7pp | -0.04%-32.2pp | 417.96%-450.2pp |
| Employer contribution / active EE | $1,177 | $5,619-79.1% | $4,951-76.2% | $4,740-75.2% |
| Participant deferral / active EE | $7,292 | $6,446+13.1% | $5,637+29.4% | $6,400+13.9% |
| Admin fee / account holder | $70 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |