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 7-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 | $11,414 | $81,900-86.1% | $119,609-90.5% | $68,494-83.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -20.13% | -23.82%+3.7pp | -14.97%-5.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,157 | $2,693-19.9% | $4,232-49.0% | $2,596-16.9% |
| Participant deferral / active EE | $2,926 | $4,148-29.5% | $5,602-47.8% | $4,027-27.3% |
| Admin fee / account holder | $212 | $6,582-96.8% | $10,323-97.9% | $5,403-96.1% |