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 6-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 | $16,917 | $167,307-89.9% | $143,757-88.2% | $134,475-87.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -20.89% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,506 | $5,619-73.2% | $4,951-69.6% | $4,740-68.2% |
| Participant deferral / active EE | $5,605 | $6,446-13.0% | $5,637-0.6% | $6,400-12.4% |
| Admin fee / account holder | $75 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |