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 | $4,069 | $167,307-97.6% | $143,757-97.2% | $134,475-97.0% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -30.27% | 0.46%-30.7pp | -0.04%-30.2pp | 417.96%-448.2pp |
| Employer contribution / active EE | $1,216 | $5,619-78.4% | $4,951-75.4% | $4,740-74.4% |
| Participant deferral / active EE | $2,738 | $6,446-57.5% | $5,637-51.4% | $6,400-57.2% |
| Admin fee / account holder | $289 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |