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 | $4,550 | $62,586-92.7% | $76,768-94.1% | $64,186-92.9% |
| Participation rate | 76.0% | 72.8%+3.2pp | 77.0%-1.0pp | 69.6%+6.4pp |
| Annual return | -40.52% | -1.95%-38.6pp | 2.43%-42.9pp | 7.63%-48.1pp |
| Employer contribution / active EE | $651 | $1,832-64.5% | $2,485-73.8% | $2,381-72.6% |
| Participant deferral / active EE | $2,642 | $3,145-16.0% | $3,852-31.4% | $3,470-23.9% |
| Admin fee / account holder | $97 | $4,667-97.9% | $6,675-98.5% | $4,888-98.0% |