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 | $10,666 | $49,177-78.3% | $79,464-86.6% | $64,186-83.4% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.3%+3.6pp | 69.6%+7.4pp |
| Annual return | -9.19% | -1.16%-8.0pp | 718.14%-727.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $951 | $2,076-54.2% | $2,800-66.0% | $2,381-60.0% |
| Participant deferral / active EE | $2,940 | $2,821+4.2% | $3,704-20.6% | $3,470-15.2% |
| Admin fee / account holder | $55 | $3,839-98.6% | $5,113-98.9% | $4,888-98.9% |