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 | $6,785 | $69,518-90.2% | $59,878-88.7% | $135,375-95.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -20.23% | 7.94%-28.2pp | 3.46%-23.7pp | 519.73%-540.0pp |
| Employer contribution / active EE | $1,661 | $3,235-48.7% | $2,722-39.0% | $4,779-65.2% |
| Participant deferral / active EE | $2,777 | $4,206-34.0% | $3,402-18.4% | $5,609-50.5% |
| Admin fee / account holder | $3 | $5,734-100.0% | $3,590-99.9% | $10,827-100.0% |