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 8-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 | $2,697 | $57,354-95.3% | $83,848-96.8% | $64,186-95.8% |
| Participation rate | 95.8% | 68.6%+27.2pp | 76.1%+19.7pp | 69.6%+26.3pp |
| Annual return | -20.29% | 11.38%-31.7pp | 850.88%-871.2pp | 7.63%-27.9pp |
| Employer contribution / active EE | $1,313 | $2,545-48.4% | $3,631-63.8% | $2,381-44.9% |
| Participant deferral / active EE | $1,297 | $2,993-56.7% | $4,082-68.2% | $3,470-62.6% |
| Admin fee / account holder | $63 | $4,046-98.5% | $5,478-98.9% | $4,888-98.7% |