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 | $3,565 | $81,900-95.6% | $119,609-97.0% | $68,494-94.8% |
| Participation rate | 90.5% | 71.9%+18.6pp | 79.3%+11.2pp | 67.9%+22.6pp |
| Annual return | -19.54% | -23.82%+4.3pp | -14.97%-4.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $891 | $2,693-66.9% | $4,232-79.0% | $2,596-65.7% |
| Participant deferral / active EE | $1,867 | $4,148-55.0% | $5,602-66.7% | $4,027-53.6% |
| Admin fee / account holder | $143 | $6,582-97.8% | $10,323-98.6% | $5,403-97.4% |