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 | $13,887 | $92,222-84.9% | $76,768-81.9% | $135,375-89.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -14.07% | 5.46%-19.5pp | 2.43%-16.5pp | 519.73%-533.8pp |
| Employer contribution / active EE | $3,051 | $3,216-5.1% | $2,485+22.8% | $4,779-36.2% |
| Participant deferral / active EE | $1,620 | $4,509-64.1% | $3,852-57.9% | $5,609-71.1% |
| Admin fee / account holder | $283 | $10,748-97.4% | $6,675-95.8% | $10,827-97.4% |