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 | $15,599 | $167,484-90.7% | $151,611-89.7% | $134,475-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.01% | 7.80%-30.8pp | 3.33%-26.3pp | 417.96%-441.0pp |
| Employer contribution / active EE | $3,348 | $6,829-51.0% | $6,166-45.7% | $4,740-29.4% |
| Participant deferral / active EE | $9,678 | $8,986+7.7% | $8,363+15.7% | $6,400+51.2% |
| Admin fee / account holder | $108 | $13,783-99.2% | $11,616-99.1% | $11,426-99.1% |