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 | $10,971 | $77,813-85.9% | $123,544-91.1% | $64,186-82.9% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -17.38% | 12.48%-29.9pp | 119.20%-136.6pp | 7.63%-25.0pp |
| Employer contribution / active EE | $2,774 | $3,014-8.0% | $4,628-40.1% | $2,381+16.5% |
| Participant deferral / active EE | $4,505 | $5,240-14.0% | $6,426-29.9% | $3,470+29.9% |
| Admin fee / account holder | $150 | $5,519-97.3% | $9,284-98.4% | $4,888-96.9% |