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 | $11,615 | $167,307-93.1% | $143,757-91.9% | $134,475-91.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.77% | 0.46%-28.2pp | -0.04%-27.7pp | 417.96%-445.7pp |
| Employer contribution / active EE | $1,163 | $5,619-79.3% | $4,951-76.5% | $4,740-75.5% |
| Participant deferral / active EE | $5,897 | $6,446-8.5% | $5,637+4.6% | $6,400-7.9% |
| Admin fee / account holder | $84 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |