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 | $4,387 | $190,805-97.7% | $159,960-97.3% | $134,475-96.7% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -22.80% | 552.23%-575.0pp | 408.60%-431.4pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,840 | $4,995-63.2% | $4,226-56.5% | $4,740-61.2% |
| Participant deferral / active EE | $2,248 | $6,923-67.5% | $6,182-63.6% | $6,400-64.9% |
| Admin fee / account holder | $72 | $10,471-99.3% | $8,698-99.2% | $11,426-99.4% |