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 7-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 | $6,546 | $105,860-93.8% | $90,749-92.8% | $134,475-95.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.10% | -11.01%-10.1pp | -12.16%-8.9pp | 417.96%-439.1pp |
| Employer contribution / active EE | $978 | $3,462-71.8% | $2,921-66.5% | $4,740-79.4% |
| Participant deferral / active EE | $1,703 | $5,216-67.4% | $4,564-62.7% | $6,400-73.4% |
| Admin fee / account holder | $33 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |