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 | $8,204 | $97,044-91.5% | $83,333-90.2% | $135,375-93.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -17.54% | 12.31%-29.9pp | 10.63%-28.2pp | 519.73%-537.3pp |
| Employer contribution / active EE | $1,451 | $4,143-65.0% | $3,379-57.0% | $4,779-69.6% |
| Participant deferral / active EE | $3,469 | $5,964-41.8% | $5,565-37.7% | $5,609-38.2% |
| Admin fee / account holder | $16 | $8,380-99.8% | $7,510-99.8% | $10,827-99.8% |