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 | $8,111 | $54,229-85.0% | $70,092-88.4% | $68,494-88.2% |
| Participation rate | 86.0% | 64.5%+21.5pp | 70.5%+15.5pp | 67.9%+18.1pp |
| Annual return | -23.81% | -13.87%-9.9pp | 190.73%-214.5pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,873 | $2,018-7.2% | $2,559-26.8% | $2,596-27.9% |
| Participant deferral / active EE | $2,765 | $2,956-6.5% | $3,849-28.2% | $4,027-31.3% |
| Admin fee / account holder | $190 | $4,694-96.0% | $6,267-97.0% | $5,403-96.5% |