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 | $6,435 | $45,863-86.0% | $77,024-91.6% | $68,494-90.6% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -21.19% | 1.72%-22.9pp | 42.32%-63.5pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,189 | $1,650-27.9% | $2,812-57.7% | $2,596-54.2% |
| Participant deferral / active EE | $2,588 | $2,962-12.6% | $4,426-41.5% | $4,027-35.7% |
| Admin fee / account holder | $75 | $3,041-97.5% | $5,425-98.6% | $5,403-98.6% |