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 | $10,071 | $95,193-89.4% | $76,523-86.8% | $135,375-92.6% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -13.18% | 4.85%-18.0pp | -0.27%-12.9pp | 519.73%-532.9pp |
| Employer contribution / active EE | $1,863 | $3,302-43.6% | $2,647-29.6% | $4,779-61.0% |
| Participant deferral / active EE | $2,969 | $4,639-36.0% | $3,835-22.6% | $5,609-47.1% |
| Admin fee / account holder | $53 | $6,249-99.1% | $4,848-98.9% | $10,827-99.5% |