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 | $3,950 | $50,958-92.2% | $74,550-94.7% | $64,186-93.8% |
| Participation rate | 91.2% | 61.1%+30.1pp | 69.1%+22.0pp | 69.6%+21.6pp |
| Annual return | -45.76% | -1.86%-43.9pp | 32.53%-78.3pp | 7.63%-53.4pp |
| Employer contribution / active EE | $794 | $1,115-28.8% | $1,961-59.5% | $2,381-66.7% |
| Participant deferral / active EE | $2,851 | $2,301+23.9% | $3,108-8.3% | $3,470-17.8% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |