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 | $8,800 | $73,004-87.9% | $90,749-90.3% | $68,494-87.2% |
| Participation rate | 78.5% | 70.8%+7.7pp | 75.7%+2.8pp | 67.9%+10.6pp |
| Annual return | -41.24% | -13.81%-27.4pp | -12.16%-29.1pp | -7.84%-33.4pp |
| Employer contribution / active EE | $1,551 | $2,193-29.3% | $2,921-46.9% | $2,596-40.2% |
| Participant deferral / active EE | $3,255 | $3,627-10.2% | $4,564-28.7% | $4,027-19.2% |
| Admin fee / account holder | $178 | $5,896-97.0% | $8,445-97.9% | $5,403-96.7% |