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 9-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 | $2,801 | $57,354-95.1% | $83,848-96.7% | $64,186-95.6% |
| Participation rate | 72.7% | 68.6%+4.1pp | 76.1%-3.4pp | 69.6%+3.2pp |
| Annual return | -50.82% | 11.38%-62.2pp | 850.88%-901.7pp | 7.63%-58.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,246 | $2,993-24.9% | $4,082-45.0% | $3,470-35.3% |
| Admin fee / account holder | $182 | $4,046-95.5% | $5,478-96.7% | $4,888-96.3% |