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 | $10,946 | $64,707-83.1% | $112,228-90.2% | $68,494-84.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.45% | -11.40%-10.0pp | 27.45%-48.9pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,242 | $2,746-54.8% | $3,635-65.8% | $2,596-52.2% |
| Participant deferral / active EE | $1,931 | $3,565-45.8% | $4,728-59.2% | $4,027-52.1% |
| Admin fee / account holder | $52 | $5,232-99.0% | $6,410-99.2% | $5,403-99.0% |