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 | $3,088 | $49,177-93.7% | $79,464-96.1% | $64,186-95.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -14.75% | -1.16%-13.6pp | 718.14%-732.9pp | 7.63%-22.4pp |
| Employer contribution / active EE | $1,088 | $2,076-47.6% | $2,800-61.1% | $2,381-54.3% |
| Participant deferral / active EE | $1,604 | $2,821-43.1% | $3,704-56.7% | $3,470-53.8% |
| Admin fee / account holder | $195 | $3,839-94.9% | $5,113-96.2% | $4,888-96.0% |