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 | $22,979 | $167,484-86.3% | $151,611-84.8% | $134,475-82.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -40.36% | 7.80%-48.2pp | 3.33%-43.7pp | 417.96%-458.3pp |
| Employer contribution / active EE | $2,085 | $6,829-69.5% | $6,166-66.2% | $4,740-56.0% |
| Participant deferral / active EE | $17,727 | $8,986+97.3% | $8,363+112.0% | $6,400+177.0% |
| Admin fee / account holder | $22 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |