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 | $6,454 | $84,527-92.4% | $67,711-90.5% | $125,391-94.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -5.51% | 2.57%-8.1pp | 25.41%-30.9pp | 282.22%-287.7pp |
| Employer contribution / active EE | $1,811 | $3,292-45.0% | $2,559-29.2% | $4,866-62.8% |
| Participant deferral / active EE | $2,242 | $4,429-49.4% | $3,585-37.5% | $5,352-58.1% |
| Admin fee / account holder | $291 | $5,340-94.6% | $4,255-93.2% | $9,540-97.0% |