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 | $5,566 | $43,327-87.2% | $59,878-90.7% | $64,186-91.3% |
| Participation rate | 77.4% | 69.2%+8.3pp | 74.7%+2.7pp | 69.6%+7.9pp |
| Annual return | -38.98% | -1.55%-37.4pp | 3.46%-42.4pp | 7.63%-46.6pp |
| Employer contribution / active EE | $2,368 | $2,028+16.7% | $2,722-13.0% | $2,381-0.5% |
| Participant deferral / active EE | $2,306 | $2,546-9.4% | $3,402-32.2% | $3,470-33.5% |
| Admin fee / account holder | $57 | $3,005-98.1% | $3,590-98.4% | $4,888-98.8% |