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 | $12,362 | $92,222-86.6% | $76,768-83.9% | $135,375-90.9% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -11.46% | 5.46%-16.9pp | 2.43%-13.9pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,013 | $3,216-37.4% | $2,485-19.0% | $4,779-57.9% |
| Participant deferral / active EE | $4,148 | $4,509-8.0% | $3,852+7.7% | $5,609-26.0% |
| Admin fee / account holder | $162 | $10,748-98.5% | $6,675-97.6% | $10,827-98.5% |