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 | $8,680 | $77,813-88.8% | $123,544-93.0% | $64,186-86.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -11.76% | 12.48%-24.2pp | 119.20%-131.0pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,903 | $3,014-36.9% | $4,628-58.9% | $2,381-20.1% |
| Participant deferral / active EE | $2,798 | $5,240-46.6% | $6,426-56.5% | $3,470-19.3% |
| Admin fee / account holder | $62 | $5,519-98.9% | $9,284-99.3% | $4,888-98.7% |