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 | $11,568 | $50,958-77.3% | $74,550-84.5% | $64,186-82.0% |
| Participation rate | 76.0% | 61.1%+14.9pp | 69.1%+6.9pp | 69.6%+6.4pp |
| Annual return | -13.19% | -1.86%-11.3pp | 32.53%-45.7pp | 7.63%-20.8pp |
| Employer contribution / active EE | $1,462 | $1,115+31.0% | $1,961-25.5% | $2,381-38.6% |
| Participant deferral / active EE | $2,850 | $2,301+23.8% | $3,108-8.3% | $3,470-17.9% |
| Admin fee / account holder | $156 | $4,223-96.3% | $5,060-96.9% | $4,888-96.8% |