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 5-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 | $2,343 | $42,894-94.5% | $60,874-96.2% | $68,494-96.6% |
| Participation rate | 86.7% | 66.8%+19.9pp | 73.1%+13.6pp | 67.9%+18.8pp |
| Annual return | -31.97% | -13.98%-18.0pp | 16.90%-48.9pp | -7.84%-24.1pp |
| Employer contribution / active EE | $1,065 | $1,978-46.2% | $2,701-60.6% | $2,596-59.0% |
| Participant deferral / active EE | $1,396 | $2,867-51.3% | $3,817-63.4% | $4,027-65.3% |
| Admin fee / account holder | $120 | $3,101-96.1% | $3,224-96.3% | $5,403-97.8% |