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 | $2,623 | $45,863-94.3% | $77,024-96.6% | $68,494-96.2% |
| Participation rate | 92.9% | 55.9%+36.9pp | 67.9%+25.0pp | 67.9%+25.0pp |
| Annual return | -20.38% | 1.72%-22.1pp | 42.32%-62.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $797 | $1,650-51.7% | $2,812-71.6% | $2,596-69.3% |
| Participant deferral / active EE | $1,218 | $2,962-58.9% | $4,426-72.5% | $4,027-69.8% |
| Admin fee / account holder | $145 | $3,041-95.2% | $5,425-97.3% | $5,403-97.3% |