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 | $14,653 | $167,307-91.2% | $143,757-89.8% | $134,475-89.1% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -20.47% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,520 | $5,619-73.0% | $4,951-69.3% | $4,740-67.9% |
| Participant deferral / active EE | $3,808 | $6,446-40.9% | $5,637-32.4% | $6,400-40.5% |
| Admin fee / account holder | $55 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |