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 | $2,956 | $85,790-96.6% | $67,313-95.6% | $135,375-97.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -36.58% | -0.54%-36.0pp | -4.08%-32.5pp | 519.73%-556.3pp |
| Employer contribution / active EE | $1,094 | $3,487-68.6% | $2,566-57.4% | $4,779-77.1% |
| Participant deferral / active EE | $2,371 | $4,651-49.0% | $3,568-33.6% | $5,609-57.7% |
| Admin fee / account holder | $9 | $6,392-99.9% | $4,507-99.8% | $10,827-99.9% |