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 | $14,403 | $50,958-71.7% | $74,550-80.7% | $64,186-77.6% |
| Participation rate | 73.3% | 61.1%+12.3pp | 69.1%+4.2pp | 69.6%+3.8pp |
| Annual return | -20.25% | -1.86%-18.4pp | 32.53%-52.8pp | 7.63%-27.9pp |
| Employer contribution / active EE | $2,636 | $1,115+136.3% | $1,961+34.4% | $2,381+10.7% |
| Participant deferral / active EE | $4,163 | $2,301+80.9% | $3,108+33.9% | $3,470+20.0% |
| Admin fee / account holder | $10 | $4,223-99.8% | $5,060-99.8% | $4,888-99.8% |