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 | $9,439 | $110,257-91.4% | $96,544-90.2% | $139,434-93.2% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | -14.23% | 26.32%-40.5pp | 25.84%-40.1pp | 372.94%-387.2pp |
| Employer contribution / active EE | $2,287 | $3,620-36.8% | $2,965-22.9% | $4,751-51.9% |
| Participant deferral / active EE | $4,603 | $5,548-17.0% | $4,851-5.1% | $6,710-31.4% |
| Admin fee / account holder | $25 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |