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 8-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 | $3,094 | $62,586-95.1% | $76,768-96.0% | $64,186-95.2% |
| Participation rate | 94.4% | 72.8%+21.6pp | 77.0%+17.5pp | 69.6%+24.9pp |
| Annual return | -19.68% | -1.95%-17.7pp | 2.43%-22.1pp | 7.63%-27.3pp |
| Employer contribution / active EE | $696 | $1,832-62.0% | $2,485-72.0% | $2,381-70.8% |
| Participant deferral / active EE | $1,434 | $3,145-54.4% | $3,852-62.8% | $3,470-58.7% |
| Admin fee / account holder | $18 | $4,667-99.6% | $6,675-99.7% | $4,888-99.6% |