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 | $2,661 | $95,193-97.2% | $76,523-96.5% | $135,375-98.0% |
| Participation rate | 89.5% | 74.4%+15.1pp | 68.0%+21.5pp | 82.6%+6.8pp |
| Annual return | -44.52% | 4.85%-49.4pp | -0.27%-44.3pp | 519.73%-564.3pp |
| Employer contribution / active EE | $780 | $3,302-76.4% | $2,647-70.5% | $4,779-83.7% |
| Participant deferral / active EE | $1,576 | $4,639-66.0% | $3,835-58.9% | $5,609-71.9% |
| Admin fee / account holder | $53 | $6,249-99.2% | $4,848-98.9% | $10,827-99.5% |