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 | $2,489 | $73,867-96.6% | $143,757-98.3% | $68,494-96.4% |
| Participation rate | 79.2% | 66.7%+12.6pp | 80.3%-1.1pp | 67.9%+11.3pp |
| Annual return | -19.39% | 1.01%-20.4pp | -0.04%-19.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $695 | $3,184-78.2% | $4,951-86.0% | $2,596-73.2% |
| Participant deferral / active EE | $1,179 | $3,384-65.2% | $5,637-79.1% | $4,027-70.7% |
| Admin fee / account holder | $99 | $5,755-98.3% | $14,673-99.3% | $5,403-98.2% |