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 | $16,473 | $73,004-77.4% | $90,749-81.8% | $68,494-75.9% |
| Participation rate | 80.0% | 70.8%+9.2pp | 75.7%+4.3pp | 67.9%+12.1pp |
| Annual return | -19.36% | -13.81%-5.6pp | -12.16%-7.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,888 | $2,193-13.9% | $2,921-35.4% | $2,596-27.3% |
| Participant deferral / active EE | $3,148 | $3,627-13.2% | $4,564-31.0% | $4,027-21.8% |
| Admin fee / account holder | $156 | $5,896-97.4% | $8,445-98.2% | $5,403-97.1% |