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 | $17,098 | $197,825-91.4% | $155,790-89.0% | $125,391-86.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 76.1%+15.6pp | 83.2%+8.5pp |
| Annual return | -4.74% | 86.74%-91.5pp | 71.54%-76.3pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,007 | $4,847-79.2% | $3,836-73.7% | $4,866-79.3% |
| Participant deferral / active EE | $1,166 | $5,630-79.3% | $4,797-75.7% | $5,352-78.2% |
| Admin fee / account holder | $137 | $9,545-98.6% | $7,478-98.2% | $9,540-98.6% |