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 | $4,922 | $72,404-93.2% | $110,238-95.5% | $64,186-92.3% |
| Participation rate | 88.7% | 73.3%+15.4pp | 79.8%+8.9pp | 69.6%+19.2pp |
| Annual return | -23.08% | -6.29%-16.8pp | 314.74%-337.8pp | 7.63%-30.7pp |
| Employer contribution / active EE | $1,352 | $2,282-40.7% | $3,826-64.7% | $2,381-43.2% |
| Participant deferral / active EE | $2,198 | $3,469-36.6% | $4,672-53.0% | $3,470-36.6% |
| Admin fee / account holder | $116 | $5,664-98.0% | $8,547-98.6% | $4,888-97.6% |