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 | $2,235 | $107,791-97.9% | $90,645-97.5% | $135,375-98.3% |
| Participation rate | 91.7% | 78.0%+13.6pp | 74.0%+17.6pp | 82.6%+9.0pp |
| Annual return | -19.78% | -0.90%-18.9pp | 1.88%-21.7pp | 519.73%-539.5pp |
| Employer contribution / active EE | $562 | $3,018-81.4% | $2,532-77.8% | $4,779-88.3% |
| Participant deferral / active EE | $1,345 | $3,872-65.3% | $3,425-60.7% | $5,609-76.0% |
| Admin fee / account holder | $23 | $5,930-99.6% | $4,994-99.5% | $10,827-99.8% |