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 | $9,514 | $167,484-94.3% | $151,611-93.7% | $134,475-92.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.97% | 7.80%-40.8pp | 3.33%-36.3pp | 417.96%-450.9pp |
| Employer contribution / active EE | $2,853 | $6,829-58.2% | $6,166-53.7% | $4,740-39.8% |
| Participant deferral / active EE | $7,388 | $8,986-17.8% | $8,363-11.7% | $6,400+15.4% |
| Admin fee / account holder | $6 | $13,783-100.0% | $11,616-99.9% | $11,426-99.9% |