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 8-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 | $2,340 | $43,133-94.6% | $89,391-97.4% | $73,488-96.8% |
| Participation rate | 78.9% | 55.0%+23.9pp | 68.0%+10.9pp | 70.7%+8.2pp |
| Annual return | 10.20% | 135.66%-125.5pp | 245.62%-235.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $849 | $1,438-41.0% | $2,586-67.2% | $2,270-62.6% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $77 | $444-82.6% | $4,881-98.4% | $513-84.9% |