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 | $23,006 | $167,484-86.3% | $151,611-84.8% | $134,475-82.9% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -32.80% | 7.80%-40.6pp | 3.33%-36.1pp | 417.96%-450.8pp |
| Employer contribution / active EE | $7,557 | $6,829+10.7% | $6,166+22.6% | $4,740+59.4% |
| Participant deferral / active EE | $6,792 | $8,986-24.4% | $8,363-18.8% | $6,400+6.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |