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 | $13,692 | $167,307-91.8% | $143,757-90.5% | $134,475-89.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.29% | 0.46%-23.8pp | -0.04%-23.2pp | 417.96%-441.3pp |
| Employer contribution / active EE | $2,937 | $5,619-47.7% | $4,951-40.7% | $4,740-38.0% |
| Participant deferral / active EE | $5,641 | $6,446-12.5% | $5,637+0.1% | $6,400-11.9% |
| Admin fee / account holder | $246 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |