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 6-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 | $17,201 | $167,484-89.7% | $151,611-88.7% | $134,475-87.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -27.86% | 7.80%-35.7pp | 3.33%-31.2pp | 417.96%-445.8pp |
| Employer contribution / active EE | $1,730 | $6,829-74.7% | $6,166-71.9% | $4,740-63.5% |
| Participant deferral / active EE | $9,396 | $8,986+4.6% | $8,363+12.4% | $6,400+46.8% |
| Admin fee / account holder | $79 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |