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 | $3,236 | $45,863-92.9% | $77,024-95.8% | $68,494-95.3% |
| Participation rate | 88.5% | 55.9%+32.5pp | 67.9%+20.6pp | 67.9%+20.6pp |
| Annual return | -21.04% | 1.72%-22.8pp | 42.32%-63.4pp | -7.84%-13.2pp |
| Employer contribution / active EE | $545 | $1,650-67.0% | $2,812-80.6% | $2,596-79.0% |
| Participant deferral / active EE | $945 | $2,962-68.1% | $4,426-78.7% | $4,027-76.5% |
| Admin fee / account holder | $51 | $3,041-98.3% | $5,425-99.1% | $5,403-99.1% |