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 | $10,053 | $95,862-89.5% | $79,550-87.4% | $134,475-92.5% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -53.68% | -2.69%-51.0pp | 0.16%-53.8pp | 417.96%-471.6pp |
| Employer contribution / active EE | $1,582 | $3,128-49.4% | $2,413-34.5% | $4,740-66.6% |
| Participant deferral / active EE | $5,534 | $4,693+17.9% | $3,985+38.9% | $6,400-13.5% |
| Admin fee / account holder | $167 | $9,126-98.2% | $6,832-97.6% | $11,426-98.5% |