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 | $5,488 | $50,958-89.2% | $74,550-92.6% | $64,186-91.5% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.1%+23.7pp | 69.6%+23.3pp |
| Annual return | -11.97% | -1.86%-10.1pp | 32.53%-44.5pp | 7.63%-19.6pp |
| Employer contribution / active EE | $622 | $1,115-44.3% | $1,961-68.3% | $2,381-73.9% |
| Participant deferral / active EE | $2,428 | $2,301+5.5% | $3,108-21.9% | $3,470-30.0% |
| Admin fee / account holder | $78 | $4,223-98.2% | $5,060-98.5% | $4,888-98.4% |