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 | $2,806 | $117,690-97.6% | $71,735-96.1% | $134,475-97.9% |
| Participation rate | 87.0% | 68.8%+18.1pp | 62.3%+24.6pp | 81.2%+5.7pp |
| Annual return | -23.64% | 25.44%-49.1pp | 9.14%-32.8pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,412 | $2,525-44.0% | $1,704-17.1% | $4,740-70.2% |
| Participant deferral / active EE | $2,400 | $3,759-36.1% | $2,658-9.7% | $6,400-62.5% |
| Admin fee / account holder | $115 | $6,379-98.2% | $3,974-97.1% | $11,426-99.0% |