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 | $11,228 | $167,307-93.3% | $143,757-92.2% | $134,475-91.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -37.11% | 0.46%-37.6pp | -0.04%-37.1pp | 417.96%-455.1pp |
| Employer contribution / active EE | $8,370 | $5,619+49.0% | $4,951+69.1% | $4,740+76.6% |
| Participant deferral / active EE | $4,124 | $6,446-36.0% | $5,637-26.8% | $6,400-35.6% |
| Admin fee / account holder | $191 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |