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 | $3,644 | $73,867-95.1% | $143,757-97.5% | $68,494-94.7% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -30.12% | 1.01%-31.1pp | -0.04%-30.1pp | -7.84%-22.3pp |
| Employer contribution / active EE | $940 | $3,184-70.5% | $4,951-81.0% | $2,596-63.8% |
| Participant deferral / active EE | $2,142 | $3,384-36.7% | $5,637-62.0% | $4,027-46.8% |
| Admin fee / account holder | $91 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |