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 | $3,126 | $42,383-92.6% | $76,523-95.9% | $64,186-95.1% |
| Participation rate | 83.8% | 58.1%+25.6pp | 68.0%+15.8pp | 69.6%+14.2pp |
| Annual return | -14.59% | -16.54%+1.9pp | -0.27%-14.3pp | 7.63%-22.2pp |
| Employer contribution / active EE | $655 | $1,563-58.1% | $2,647-75.3% | $2,381-72.5% |
| Participant deferral / active EE | $912 | $2,566-64.5% | $3,835-76.2% | $3,470-73.7% |
| Admin fee / account holder | $73 | $3,198-97.7% | $4,848-98.5% | $4,888-98.5% |