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 8-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 | $15,264 | $95,971-84.1% | $74,550-79.5% | $135,375-88.7% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -14.22% | 56.96%-71.2pp | 32.53%-46.7pp | 519.73%-533.9pp |
| Employer contribution / active EE | $888 | $2,716-67.3% | $1,961-54.7% | $4,779-81.4% |
| Participant deferral / active EE | $6,120 | $3,843+59.2% | $3,108+96.9% | $5,609+9.1% |
| Admin fee / account holder | $125 | $6,522-98.1% | $5,060-97.5% | $10,827-98.8% |