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 | $7,410 | $54,726-86.5% | $68,793-89.2% | $64,186-88.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -18.90% | -1.62%-17.3pp | -4.63%-14.3pp | 7.63%-26.5pp |
| Employer contribution / active EE | $1,272 | $1,846-31.1% | $2,625-51.5% | $2,381-46.6% |
| Participant deferral / active EE | $4,544 | $2,626+73.0% | $3,311+37.2% | $3,470+31.0% |
| Admin fee / account holder | $70 | $4,027-98.3% | $5,131-98.6% | $4,888-98.6% |