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 6-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 | $3,960 | $73,867-94.6% | $143,757-97.2% | $68,494-94.2% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -24.96% | 1.01%-26.0pp | -0.04%-24.9pp | -7.84%-17.1pp |
| Employer contribution / active EE | $1,084 | $3,184-66.0% | $4,951-78.1% | $2,596-58.3% |
| Participant deferral / active EE | $2,018 | $3,384-40.4% | $5,637-64.2% | $4,027-49.9% |
| Admin fee / account holder | $92 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |