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 9-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 | $6,909 | $92,222-92.5% | $76,768-91.0% | $135,375-94.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -16.42% | 5.46%-21.9pp | 2.43%-18.8pp | 519.73%-536.2pp |
| Employer contribution / active EE | $1,521 | $3,216-52.7% | $2,485-38.8% | $4,779-68.2% |
| Participant deferral / active EE | $2,092 | $4,509-53.6% | $3,852-45.7% | $5,609-62.7% |
| Admin fee / account holder | $71 | $10,748-99.3% | $6,675-98.9% | $10,827-99.3% |