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 | $12,445 | $167,484-92.6% | $151,611-91.8% | $134,475-90.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -24.74% | 7.80%-32.5pp | 3.33%-28.1pp | 417.96%-442.7pp |
| Employer contribution / active EE | $2,055 | $6,829-69.9% | $6,166-66.7% | $4,740-56.6% |
| Participant deferral / active EE | $7,148 | $8,986-20.4% | $8,363-14.5% | $6,400+11.7% |
| Admin fee / account holder | $48 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |