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 8-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 | $10,518 | $71,883-85.4% | $86,677-87.9% | $68,494-84.6% |
| Participation rate | 86.0% | 72.2%+13.8pp | 76.6%+9.4pp | 67.9%+18.1pp |
| Annual return | -20.40% | 3.52%-23.9pp | 35.91%-56.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $905 | $2,173-58.3% | $2,836-68.1% | $2,596-65.1% |
| Participant deferral / active EE | $2,142 | $3,779-43.3% | $4,656-54.0% | $4,027-46.8% |
| Admin fee / account holder | $209 | $6,112-96.6% | $7,493-97.2% | $5,403-96.1% |