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 | $5,687 | $49,177-88.4% | $79,464-92.8% | $64,186-91.1% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | -13.74% | -1.16%-12.6pp | 718.14%-731.9pp | 7.63%-21.4pp |
| Employer contribution / active EE | $2,000 | $2,076-3.7% | $2,800-28.6% | $2,381-16.0% |
| Participant deferral / active EE | $1,909 | $2,821-32.3% | $3,704-48.5% | $3,470-45.0% |
| Admin fee / account holder | $185 | $3,839-95.2% | $5,113-96.4% | $4,888-96.2% |