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 4-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 | $6,618 | $167,307-96.0% | $143,757-95.4% | $134,475-95.1% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -39.06% | 0.46%-39.5pp | -0.04%-39.0pp | 417.96%-457.0pp |
| Employer contribution / active EE | $1,607 | $5,619-71.4% | $4,951-67.5% | $4,740-66.1% |
| Participant deferral / active EE | $4,256 | $6,446-34.0% | $5,637-24.5% | $6,400-33.5% |
| Admin fee / account holder | $85 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |