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 | $6,350 | $97,044-93.5% | $83,333-92.4% | $135,375-95.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -15.54% | 12.31%-27.8pp | 10.63%-26.2pp | 519.73%-535.3pp |
| Employer contribution / active EE | $491 | $4,143-88.1% | $3,379-85.5% | $4,779-89.7% |
| Participant deferral / active EE | $4,101 | $5,964-31.2% | $5,565-26.3% | $5,609-26.9% |
| Admin fee / account holder | $200 | $8,380-97.6% | $7,510-97.3% | $10,827-98.2% |