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 | $11,934 | $46,674-74.4% | $117,472-89.8% | $68,494-82.6% |
| Participation rate | 93.3% | 56.8%+36.6pp | 70.6%+22.7pp | 67.9%+25.4pp |
| Annual return | -20.28% | -14.52%-5.8pp | 29.74%-50.0pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,672 | $1,505+77.6% | $4,176-36.0% | $2,596+2.9% |
| Participant deferral / active EE | $3,159 | $2,636+19.8% | $4,070-22.4% | $4,027-21.6% |
| Admin fee / account holder | $204 | $4,020-94.9% | $5,645-96.4% | $5,403-96.2% |