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 | $7,005 | $92,222-92.4% | $76,768-90.9% | $135,375-94.8% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -16.10% | 5.46%-21.6pp | 2.43%-18.5pp | 519.73%-535.8pp |
| Employer contribution / active EE | $1,422 | $3,216-55.8% | $2,485-42.8% | $4,779-70.2% |
| Participant deferral / active EE | $2,384 | $4,509-47.1% | $3,852-38.1% | $5,609-57.5% |
| Admin fee / account holder | $52 | $10,748-99.5% | $6,675-99.2% | $10,827-99.5% |