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 7-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 | $18,091 | $167,307-89.2% | $143,757-87.4% | $134,475-86.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.56% | 0.46%-29.0pp | -0.04%-28.5pp | 417.96%-446.5pp |
| Employer contribution / active EE | $1,283 | $5,619-77.2% | $4,951-74.1% | $4,740-72.9% |
| Participant deferral / active EE | $6,789 | $6,446+5.3% | $5,637+20.4% | $6,400+6.1% |
| Admin fee / account holder | $42 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |