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 | $12,180 | $71,883-83.1% | $86,677-85.9% | $68,494-82.2% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -23.27% | 3.52%-26.8pp | 35.91%-59.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,982 | $2,173-8.8% | $2,836-30.1% | $2,596-23.7% |
| Participant deferral / active EE | $2,844 | $3,779-24.7% | $4,656-38.9% | $4,027-29.4% |
| Admin fee / account holder | $130 | $6,112-97.9% | $7,493-98.3% | $5,403-97.6% |