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 | $2,071 | $53,596-96.1% | $90,645-97.7% | $64,186-96.8% |
| Participation rate | 93.1% | 64.5%+28.6pp | 74.0%+19.1pp | 69.6%+23.5pp |
| Annual return | -36.08% | 4.41%-40.5pp | 1.88%-38.0pp | 7.63%-43.7pp |
| Employer contribution / active EE | $871 | $1,503-42.0% | $2,532-65.6% | $2,381-63.4% |
| Participant deferral / active EE | $1,278 | $2,459-48.0% | $3,425-62.7% | $3,470-63.2% |
| Admin fee / account holder | $157 | $3,868-96.0% | $4,994-96.9% | $4,888-96.8% |