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 6-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 | $10,769 | $107,791-90.0% | $90,645-88.1% | $135,375-92.0% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -10.62% | -0.90%-9.7pp | 1.88%-12.5pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,371 | $3,018-54.6% | $2,532-45.8% | $4,779-71.3% |
| Participant deferral / active EE | $2,945 | $3,872-23.9% | $3,425-14.0% | $5,609-47.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |