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 | $12,873 | $129,942-90.1% | $104,294-87.7% | $134,475-90.4% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -30.90% | 42.03%-72.9pp | 24.61%-55.5pp | 417.96%-448.9pp |
| Employer contribution / active EE | $3,553 | $4,184-15.1% | $3,372+5.4% | $4,740-25.0% |
| Participant deferral / active EE | $2,271 | $5,588-59.4% | $4,625-50.9% | $6,400-64.5% |
| Admin fee / account holder | $5 | $9,323-99.9% | $7,339-99.9% | $11,426-100.0% |