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 | $11,151 | $167,307-93.3% | $143,757-92.2% | $134,475-91.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -40.62% | 0.46%-41.1pp | -0.04%-40.6pp | 417.96%-458.6pp |
| Employer contribution / active EE | $7,759 | $5,619+38.1% | $4,951+56.7% | $4,740+63.7% |
| Participant deferral / active EE | $5,849 | $6,446-9.3% | $5,637+3.8% | $6,400-8.6% |
| Admin fee / account holder | $19 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |