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 | $4,105 | $32,117-87.2% | $71,086-94.2% | $64,186-93.6% |
| Participation rate | 73.2% | 42.7%+30.5pp | 54.7%+18.6pp | 69.6%+3.6pp |
| Annual return | -40.63% | -5.57%-35.1pp | 650.59%-691.2pp | 7.63%-48.3pp |
| Employer contribution / active EE | $942 | $712+32.2% | $1,088-13.4% | $2,381-60.4% |
| Participant deferral / active EE | $1,804 | $1,263+42.8% | $1,874-3.7% | $3,470-48.0% |
| Admin fee / account holder | $11 | $2,759-99.6% | $3,082-99.7% | $4,888-99.8% |