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 | $8,114 | $54,762-85.2% | $90,281-91.0% | $72,985-88.9% |
| Participation rate | 98.2% | 65.1%+33.1pp | 73.3%+24.9pp | 69.5%+28.7pp |
| Annual return | -16.49% | 30.63%-47.1pp | 78.10%-94.6pp | 81.00%-97.5pp |
| Employer contribution / active EE | $816 | $2,092-61.0% | $2,854-71.4% | $2,440-66.6% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $94 | $3,972-97.6% | $5,351-98.2% | $5,124-98.2% |