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 | $10,242 | $92,222-88.9% | $76,768-86.7% | $135,375-92.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -10.01% | 5.46%-15.5pp | 2.43%-12.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,259 | $3,216-60.9% | $2,485-49.3% | $4,779-73.7% |
| Participant deferral / active EE | $3,698 | $4,509-18.0% | $3,852-4.0% | $5,609-34.1% |
| Admin fee / account holder | $24 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |