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 | $6,255 | $95,193-93.4% | $76,523-91.8% | $135,375-95.4% |
| Participation rate | 76.9% | 74.4%+2.5pp | 68.0%+8.9pp | 82.6%-5.7pp |
| Annual return | -42.39% | 4.85%-47.2pp | -0.27%-42.1pp | 519.73%-562.1pp |
| Employer contribution / active EE | $1,597 | $3,302-51.6% | $2,647-39.7% | $4,779-66.6% |
| Participant deferral / active EE | $2,747 | $4,639-40.8% | $3,835-28.4% | $5,609-51.0% |
| Admin fee / account holder | $48 | $6,249-99.2% | $4,848-99.0% | $10,827-99.6% |