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 7-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 | $12,133 | $58,512-79.3% | $84,015-85.6% | $72,985-83.4% |
| Participation rate | 89.7% | 61.2%+28.5pp | 69.0%+20.7pp | 69.5%+20.3pp |
| Annual return | -25.29% | 28.93%-54.2pp | 71.31%-96.6pp | 81.00%-106.3pp |
| Employer contribution / active EE | $3,596 | $1,163+209.2% | $1,983+81.3% | $2,440+47.4% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |