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 | $7,322 | $95,862-92.4% | $79,550-90.8% | $134,475-94.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -26.61% | -2.69%-23.9pp | 0.16%-26.8pp | 417.96%-444.6pp |
| Employer contribution / active EE | $971 | $3,128-69.0% | $2,413-59.8% | $4,740-79.5% |
| Participant deferral / active EE | $2,687 | $4,693-42.7% | $3,985-32.6% | $6,400-58.0% |
| Admin fee / account holder | $47 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |