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 | $6,277 | $69,518-91.0% | $59,878-89.5% | $135,375-95.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | -39.67% | 7.94%-47.6pp | 3.46%-43.1pp | 519.73%-559.4pp |
| Employer contribution / active EE | $1,438 | $3,235-55.5% | $2,722-47.2% | $4,779-69.9% |
| Participant deferral / active EE | $3,302 | $4,206-21.5% | $3,402-2.9% | $5,609-41.1% |
| Admin fee / account holder | $300 | $5,734-94.8% | $3,590-91.7% | $10,827-97.2% |