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 9-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 | $7,885 | $211,958-96.3% | $169,463-95.3% | $135,375-94.2% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -20.07% | 3.26%-23.3pp | 1.83%-21.9pp | 519.73%-539.8pp |
| Employer contribution / active EE | $1,806 | $5,120-64.7% | $4,159-56.6% | $4,779-62.2% |
| Participant deferral / active EE | $2,083 | $6,075-65.7% | $5,277-60.5% | $5,609-62.9% |
| Admin fee / account holder | $87 | $11,471-99.2% | $9,109-99.0% | $10,827-99.2% |