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 6-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 | $7,336 | $97,044-92.4% | $83,333-91.2% | $135,375-94.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.25% | 12.31%-25.6pp | 10.63%-23.9pp | 519.73%-533.0pp |
| Employer contribution / active EE | $2,188 | $4,143-47.2% | $3,379-35.2% | $4,779-54.2% |
| Participant deferral / active EE | $4,921 | $5,964-17.5% | $5,565-11.6% | $5,609-12.3% |
| Admin fee / account holder | $18 | $8,380-99.8% | $7,510-99.8% | $10,827-99.8% |