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 | $16,846 | $77,813-78.4% | $123,544-86.4% | $64,186-73.8% |
| Participation rate | 81.3% | 74.7%+6.5pp | 82.3%-1.0pp | 69.6%+11.7pp |
| Annual return | -15.63% | 12.48%-28.1pp | 119.20%-134.8pp | 7.63%-23.3pp |
| Employer contribution / active EE | $1,935 | $3,014-35.8% | $4,628-58.2% | $2,381-18.7% |
| Participant deferral / active EE | $4,512 | $5,240-13.9% | $6,426-29.8% | $3,470+30.0% |
| Admin fee / account holder | $204 | $5,519-96.3% | $9,284-97.8% | $4,888-95.8% |