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 | $2,720 | $91,911-97.0% | $68,793-96.0% | $135,375-98.0% |
| Participation rate | 92.3% | 76.7%+15.6pp | 72.2%+20.1pp | 82.6%+9.7pp |
| Annual return | -29.80% | -8.22%-21.6pp | -4.63%-25.2pp | 519.73%-549.5pp |
| Employer contribution / active EE | $823 | $3,924-79.0% | $2,625-68.6% | $4,779-82.8% |
| Participant deferral / active EE | $1,572 | $4,315-63.6% | $3,311-52.5% | $5,609-72.0% |
| Admin fee / account holder | $8 | $9,240-99.9% | $5,131-99.8% | $10,827-99.9% |