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 | $5,853 | $72,404-91.9% | $110,238-94.7% | $64,186-90.9% |
| Participation rate | 73.4% | 73.3%+0.1pp | 79.8%-6.4pp | 69.6%+3.8pp |
| Annual return | -28.15% | -6.29%-21.9pp | 314.74%-342.9pp | 7.63%-35.8pp |
| Employer contribution / active EE | $1,946 | $2,282-14.7% | $3,826-49.1% | $2,381-18.2% |
| Participant deferral / active EE | $2,360 | $3,469-32.0% | $4,672-49.5% | $3,470-32.0% |
| Admin fee / account holder | $172 | $5,664-97.0% | $8,547-98.0% | $4,888-96.5% |