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 | $3,064 | $108,172-97.2% | $77,482-96.0% | $158,922-98.1% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | -15.31% | 31.67%-47.0pp | 54.79%-70.1pp | 302.83%-318.1pp |
| Employer contribution / active EE | $148 | $1,325-88.9% | $986-85.0% | $4,761-96.9% |
| Participant deferral / active EE | $1,602 | $2,456-34.8% | $1,861-13.9% | $5,982-73.2% |
| Admin fee / account holder | $163 | $3,708-95.6% | $2,858-94.3% | $11,246-98.6% |