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 | $10,307 | $211,958-95.1% | $169,463-93.9% | $135,375-92.4% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -19.07% | 3.26%-22.3pp | 1.83%-20.9pp | 519.73%-538.8pp |
| Employer contribution / active EE | $2,187 | $5,120-57.3% | $4,159-47.4% | $4,779-54.2% |
| Participant deferral / active EE | $4,353 | $6,075-28.3% | $5,277-17.5% | $5,609-22.4% |
| Admin fee / account holder | $170 | $11,471-98.5% | $9,109-98.1% | $10,827-98.4% |