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 6-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 | $5,438 | $81,900-93.4% | $119,609-95.5% | $68,494-92.1% |
| Participation rate | 98.2% | 71.9%+26.4pp | 79.3%+19.0pp | 67.9%+30.4pp |
| Annual return | -21.36% | -23.82%+2.5pp | -14.97%-6.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $875 | $2,693-67.5% | $4,232-79.3% | $2,596-66.3% |
| Participant deferral / active EE | $2,302 | $4,148-44.5% | $5,602-58.9% | $4,027-42.8% |
| Admin fee / account holder | $88 | $6,582-98.7% | $10,323-99.2% | $5,403-98.4% |