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 | $18,276 | $167,307-89.1% | $143,757-87.3% | $134,475-86.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.60% | 0.46%-32.1pp | -0.04%-31.6pp | 417.96%-449.6pp |
| Employer contribution / active EE | $18,844 | $5,619+235.4% | $4,951+280.6% | $4,740+297.6% |
| Participant deferral / active EE | $10,793 | $6,446+67.4% | $5,637+91.5% | $6,400+68.6% |
| Admin fee / account holder | $46 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |