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 | $9,214 | $95,193-90.3% | $76,523-88.0% | $135,375-93.2% |
| Participation rate | 70.8% | 74.4%-3.6pp | 68.0%+2.8pp | 82.6%-11.8pp |
| Annual return | -17.17% | 4.85%-22.0pp | -0.27%-16.9pp | 519.73%-536.9pp |
| Employer contribution / active EE | $1,350 | $3,302-59.1% | $2,647-49.0% | $4,779-71.8% |
| Participant deferral / active EE | $2,953 | $4,639-36.4% | $3,835-23.0% | $5,609-47.4% |
| Admin fee / account holder | $52 | $6,249-99.2% | $4,848-98.9% | $10,827-99.5% |