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 | $3,492 | $49,280-92.9% | $67,313-94.8% | $64,186-94.6% |
| Participation rate | 88.6% | 60.8%+27.8pp | 69.1%+19.5pp | 69.6%+19.0pp |
| Annual return | -19.60% | -1.39%-18.2pp | -4.08%-15.5pp | 7.63%-27.2pp |
| Employer contribution / active EE | $1,924 | $1,668+15.3% | $2,566-25.0% | $2,381-19.2% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $73 | $3,863-98.1% | $4,507-98.4% | $4,888-98.5% |