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 | $12,521 | $61,660-79.7% | $80,019-84.4% | $64,186-80.5% |
| Participation rate | 82.1% | 71.7%+10.5pp | 75.8%+6.3pp | 69.6%+12.6pp |
| Annual return | -13.37% | -0.33%-13.0pp | 11.22%-24.6pp | 7.63%-21.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,945 | $2,968-34.5% | $3,686-47.2% | $3,470-43.9% |
| Admin fee / account holder | $163 | $5,417-97.0% | $6,521-97.5% | $4,888-96.7% |