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 | $11,358 | $81,460-86.1% | $103,333-89.0% | $80,856-86.0% |
| Participation rate | 94.6% | 66.8%+27.7pp | 74.5%+20.1pp | 67.6%+27.0pp |
| Annual return | -2.57% | 25.55%-28.1pp | 24.88%-27.4pp | 35.59%-38.2pp |
| Employer contribution / active EE | $2,512 | $3,105-19.1% | $3,868-35.1% | $2,755-8.8% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $222 | $6,566-96.6% | $8,355-97.3% | $6,918-96.8% |