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 | $10,922 | $77,813-86.0% | $123,544-91.2% | $64,186-83.0% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -18.31% | 12.48%-30.8pp | 119.20%-137.5pp | 7.63%-25.9pp |
| Employer contribution / active EE | $984 | $3,014-67.4% | $4,628-78.7% | $2,381-58.7% |
| Participant deferral / active EE | $6,598 | $5,240+25.9% | $6,426+2.7% | $3,470+90.2% |
| Admin fee / account holder | $214 | $5,519-96.1% | $9,284-97.7% | $4,888-95.6% |