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 | $2,541 | $49,177-94.8% | $79,464-96.8% | $64,186-96.0% |
| Participation rate | 89.3% | 65.0%+24.3pp | 73.3%+15.9pp | 69.6%+19.7pp |
| Annual return | -53.25% | -1.16%-52.1pp | 718.14%-771.4pp | 7.63%-60.9pp |
| Employer contribution / active EE | $1,612 | $2,076-22.3% | $2,800-42.4% | $2,381-32.3% |
| Participant deferral / active EE | $2,347 | $2,821-16.8% | $3,704-36.6% | $3,470-32.3% |
| Admin fee / account holder | $9 | $3,839-99.8% | $5,113-99.8% | $4,888-99.8% |