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 | $7,698 | $86,699-91.1% | $73,307-89.5% | $125,391-93.9% |
| Participation rate | 71.4% | 78.6%-7.2pp | 74.9%-3.5pp | 83.2%-11.8pp |
| Annual return | -5.62% | 2.78%-8.4pp | 5.67%-11.3pp | 282.22%-287.8pp |
| Employer contribution / active EE | $1,981 | $4,152-52.3% | $3,237-38.8% | $4,866-59.3% |
| Participant deferral / active EE | $1,967 | $5,550-64.6% | $4,991-60.6% | $5,352-63.2% |
| Admin fee / account holder | $124 | $7,771-98.4% | $5,637-97.8% | $9,540-98.7% |