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 | $6,585 | $95,193-93.1% | $76,523-91.4% | $135,375-95.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.14% | 4.85%-17.0pp | -0.27%-11.9pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,242 | $3,302-62.4% | $2,647-53.1% | $4,779-74.0% |
| Participant deferral / active EE | $2,537 | $4,639-45.3% | $3,835-33.9% | $5,609-54.8% |
| Admin fee / account holder | $17 | $6,249-99.7% | $4,848-99.7% | $10,827-99.8% |