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 | $17,743 | $92,222-80.8% | $76,768-76.9% | $135,375-86.9% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -20.81% | 5.46%-26.3pp | 2.43%-23.2pp | 519.73%-540.5pp |
| Employer contribution / active EE | $4,133 | $3,216+28.5% | $2,485+66.3% | $4,779-13.5% |
| Participant deferral / active EE | $6,666 | $4,509+47.8% | $3,852+73.1% | $5,609+18.8% |
| Admin fee / account holder | $96 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |