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 6-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 | $3,829 | $71,883-94.7% | $86,677-95.6% | $68,494-94.4% |
| Participation rate | 84.8% | 72.2%+12.6pp | 76.6%+8.3pp | 67.9%+17.0pp |
| Annual return | -19.92% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,092 | $2,173-49.7% | $2,836-61.5% | $2,596-57.9% |
| Participant deferral / active EE | $2,069 | $3,779-45.2% | $4,656-55.6% | $4,027-48.6% |
| Admin fee / account holder | $102 | $6,112-98.3% | $7,493-98.6% | $5,403-98.1% |