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 | $10,573 | $95,193-88.9% | $76,523-86.2% | $135,375-92.2% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -11.83% | 4.85%-16.7pp | -0.27%-11.6pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,323 | $3,302-59.9% | $2,647-50.0% | $4,779-72.3% |
| Participant deferral / active EE | $4,799 | $4,639+3.4% | $3,835+25.1% | $5,609-14.4% |
| Admin fee / account holder | $36 | $6,249-99.4% | $4,848-99.3% | $10,827-99.7% |