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 5-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 | $13,040 | $64,707-79.8% | $112,228-88.4% | $68,494-81.0% |
| Participation rate | 84.6% | 67.2%+17.5pp | 75.1%+9.6pp | 67.9%+16.7pp |
| Annual return | -20.07% | -11.40%-8.7pp | 27.45%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,232 | $2,746-18.7% | $3,635-38.6% | $2,596-14.0% |
| Participant deferral / active EE | $2,531 | $3,565-29.0% | $4,728-46.5% | $4,027-37.2% |
| Admin fee / account holder | $79 | $5,232-98.5% | $6,410-98.8% | $5,403-98.5% |