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 6-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 | $2,767 | $48,265-94.3% | $68,791-96.0% | $68,494-96.0% |
| Participation rate | 90.0% | 60.7%+29.3pp | 69.0%+21.0pp | 67.9%+22.1pp |
| Annual return | -22.06% | -12.71%-9.3pp | -6.38%-15.7pp | -7.84%-14.2pp |
| Employer contribution / active EE | $604 | $1,829-67.0% | $2,655-77.2% | $2,596-76.7% |
| Participant deferral / active EE | $1,061 | $2,867-63.0% | $3,941-73.1% | $4,027-73.7% |
| Admin fee / account holder | $224 | $4,355-94.9% | $4,932-95.5% | $5,403-95.9% |