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 | $2,240 | $45,073-95.0% | $69,455-96.8% | $72,985-96.9% |
| Participation rate | 92.9% | 68.5%+24.4pp | 74.6%+18.2pp | 69.5%+23.4pp |
| Annual return | -0.56% | 22.65%-23.2pp | 28.97%-29.5pp | 81.00%-81.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $52 | $3,056-98.3% | $3,839-98.6% | $5,124-99.0% |