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 | $2,718 | $42,383-93.6% | $76,523-96.4% | $64,186-95.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -11.20% | -16.54%+5.3pp | -0.27%-10.9pp | 7.63%-18.8pp |
| Employer contribution / active EE | $539 | $1,563-65.5% | $2,647-79.6% | $2,381-77.4% |
| Participant deferral / active EE | $2,212 | $2,566-13.8% | $3,835-42.3% | $3,470-36.3% |
| Admin fee / account holder | $17 | $3,198-99.5% | $4,848-99.7% | $4,888-99.7% |