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 | $22,086 | $167,484-86.8% | $151,611-85.4% | $134,475-83.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.10% | 7.80%-34.9pp | 3.33%-30.4pp | 417.96%-445.1pp |
| Employer contribution / active EE | $1,661 | $6,829-75.7% | $6,166-73.1% | $4,740-65.0% |
| Participant deferral / active EE | $8,200 | $8,986-8.7% | $8,363-2.0% | $6,400+28.1% |
| Admin fee / account holder | $11 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |