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 | $5,190 | $54,726-90.5% | $68,793-92.5% | $64,186-91.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -25.65% | -1.62%-24.0pp | -4.63%-21.0pp | 7.63%-33.3pp |
| Employer contribution / active EE | $1,319 | $1,846-28.6% | $2,625-49.8% | $2,381-44.6% |
| Participant deferral / active EE | $3,053 | $2,626+16.2% | $3,311-7.8% | $3,470-12.0% |
| Admin fee / account holder | $108 | $4,027-97.3% | $5,131-97.9% | $4,888-97.8% |