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 4-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 | $10,725 | $167,307-93.6% | $143,757-92.5% | $134,475-92.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -42.96% | 0.46%-43.4pp | -0.04%-42.9pp | 417.96%-460.9pp |
| Employer contribution / active EE | $1,547 | $5,619-72.5% | $4,951-68.8% | $4,740-67.4% |
| Participant deferral / active EE | $8,319 | $6,446+29.1% | $5,637+47.6% | $6,400+30.0% |
| Admin fee / account holder | $47 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |