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 | $20,375 | $73,004-72.1% | $90,749-77.5% | $68,494-70.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -19.65% | -13.81%-5.8pp | -12.16%-7.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $964 | $2,193-56.1% | $2,921-67.0% | $2,596-62.9% |
| Participant deferral / active EE | $3,881 | $3,627+7.0% | $4,564-15.0% | $4,027-3.6% |
| Admin fee / account holder | $226 | $5,896-96.2% | $8,445-97.3% | $5,403-95.8% |