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 | $5,822 | $49,177-88.2% | $79,464-92.7% | $64,186-90.9% |
| Participation rate | 87.9% | 65.0%+22.8pp | 73.3%+14.5pp | 69.6%+18.3pp |
| Annual return | -20.91% | -1.16%-19.8pp | 718.14%-739.1pp | 7.63%-28.5pp |
| Employer contribution / active EE | $1,155 | $2,076-44.4% | $2,800-58.7% | $2,381-51.5% |
| Participant deferral / active EE | $2,753 | $2,821-2.4% | $3,704-25.7% | $3,470-20.6% |
| Admin fee / account holder | $94 | $3,839-97.6% | $5,113-98.2% | $4,888-98.1% |