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 | $13,734 | $82,664-83.4% | $125,339-89.0% | $68,494-79.9% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -20.27% | -5.97%-14.3pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,475 | $3,381-56.4% | $4,814-69.3% | $2,596-43.2% |
| Participant deferral / active EE | $4,189 | $6,110-31.4% | $7,446-43.7% | $4,027+4.0% |
| Admin fee / account holder | $187 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |