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 3-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 | $8,347 | $111,754-92.5% | $103,333-91.9% | $145,922-94.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | -8.20% | 24.77%-33.0pp | 24.88%-33.1pp | 561.29%-569.5pp |
| Employer contribution / active EE | $1,154 | $4,212-72.6% | $3,868-70.2% | $4,660-75.2% |
| Participant deferral / active EE | $6,400 | $5,619+13.9% | $5,057+26.5% | $6,688-4.3% |
| Admin fee / account holder | $230 | $9,750-97.6% | $8,355-97.3% | $13,397-98.3% |