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 | $5,275 | $48,265-89.1% | $68,791-92.3% | $68,494-92.3% |
| Participation rate | 81.0% | 60.7%+20.3pp | 69.0%+11.9pp | 67.9%+13.1pp |
| Annual return | -20.48% | -12.71%-7.8pp | -6.38%-14.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $629 | $1,829-65.6% | $2,655-76.3% | $2,596-75.8% |
| Participant deferral / active EE | $1,749 | $2,867-39.0% | $3,941-55.6% | $4,027-56.6% |
| Admin fee / account holder | $32 | $4,355-99.3% | $4,932-99.4% | $5,403-99.4% |