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 | $6,544 | $72,404-91.0% | $110,238-94.1% | $64,186-89.8% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.0pp | 69.6%+8.2pp |
| Annual return | -10.85% | -6.29%-4.6pp | 314.74%-325.6pp | 7.63%-18.5pp |
| Employer contribution / active EE | $861 | $2,282-62.3% | $3,826-77.5% | $2,381-63.8% |
| Participant deferral / active EE | $2,338 | $3,469-32.6% | $4,672-50.0% | $3,470-32.6% |
| Admin fee / account holder | $106 | $5,664-98.1% | $8,547-98.8% | $4,888-97.8% |