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 | $7,509 | $59,805-87.4% | $79,550-90.6% | $68,494-89.0% |
| Participation rate | 79.0% | 61.1%+18.0pp | 69.5%+9.5pp | 67.9%+11.1pp |
| Annual return | -22.24% | -12.30%-9.9pp | 0.16%-22.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,776 | $1,505+18.0% | $2,413-26.4% | $2,596-31.6% |
| Participant deferral / active EE | $3,166 | $3,024+4.7% | $3,985-20.6% | $4,027-21.4% |
| Admin fee / account holder | $131 | $4,835-97.3% | $6,832-98.1% | $5,403-97.6% |