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 4-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 | $8,157 | $73,004-88.8% | $90,749-91.0% | $68,494-88.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -25.02% | -13.81%-11.2pp | -12.16%-12.9pp | -7.84%-17.2pp |
| Employer contribution / active EE | $2,526 | $2,193+15.2% | $2,921-13.5% | $2,596-2.7% |
| Participant deferral / active EE | $3,714 | $3,627+2.4% | $4,564-18.6% | $4,027-7.8% |
| Admin fee / account holder | $45 | $5,896-99.2% | $8,445-99.5% | $5,403-99.2% |