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 | $3,638 | $50,958-92.9% | $74,550-95.1% | $64,186-94.3% |
| Participation rate | 81.7% | 61.1%+20.7pp | 69.1%+12.6pp | 69.6%+12.2pp |
| Annual return | -59.39% | -1.86%-57.5pp | 32.53%-91.9pp | 7.63%-67.0pp |
| Employer contribution / active EE | $958 | $1,115-14.1% | $1,961-51.1% | $2,381-59.8% |
| Participant deferral / active EE | $2,012 | $2,301-12.6% | $3,108-35.3% | $3,470-42.0% |
| Admin fee / account holder | $65 | $4,223-98.5% | $5,060-98.7% | $4,888-98.7% |