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 8-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 | $8,206 | $95,862-91.4% | $79,550-89.7% | $134,475-93.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.94% | -2.69%-21.3pp | 0.16%-24.1pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,594 | $3,128-49.0% | $2,413-33.9% | $4,740-66.4% |
| Participant deferral / active EE | $3,552 | $4,693-24.3% | $3,985-10.9% | $6,400-44.5% |
| Admin fee / account holder | $7 | $9,126-99.9% | $6,832-99.9% | $11,426-99.9% |