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 | $10,392 | $167,307-93.8% | $143,757-92.8% | $134,475-92.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -28.11% | 0.46%-28.6pp | -0.04%-28.1pp | 417.96%-446.1pp |
| Employer contribution / active EE | $1,710 | $5,619-69.6% | $4,951-65.5% | $4,740-63.9% |
| Participant deferral / active EE | $3,934 | $6,446-39.0% | $5,637-30.2% | $6,400-38.5% |
| Admin fee / account holder | $127 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |