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 | $4,452 | $58,577-92.4% | $83,333-94.7% | $64,186-93.1% |
| Participation rate | 87.0% | 72.0%+14.9pp | 77.8%+9.2pp | 69.6%+17.4pp |
| Annual return | -39.94% | 9.65%-49.6pp | 10.63%-50.6pp | 7.63%-47.6pp |
| Employer contribution / active EE | $1,586 | $2,098-24.4% | $3,379-53.1% | $2,381-33.4% |
| Participant deferral / active EE | $2,141 | $4,654-54.0% | $5,565-61.5% | $3,470-38.3% |
| Admin fee / account holder | $186 | $9,275-98.0% | $7,510-97.5% | $4,888-96.2% |