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 6-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 | $19,186 | $142,344-86.5% | $119,609-84.0% | $134,475-85.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -23.91% | -12.44%-11.5pp | -14.97%-8.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,726 | $5,222-66.9% | $4,232-59.2% | $4,740-63.6% |
| Participant deferral / active EE | $4,155 | $6,469-35.8% | $5,602-25.8% | $6,400-35.1% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |