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 10-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 | $8,758 | $97,757-91.0% | $83,848-89.6% | $135,375-93.5% |
| Participation rate | 89.5% | 80.0%+9.5pp | 76.1%+13.3pp | 82.6%+6.8pp |
| Annual return | -14.61% | 1287.37%-1302.0pp | 850.88%-865.5pp | 519.73%-534.3pp |
| Employer contribution / active EE | $1,106 | $4,222-73.8% | $3,631-69.6% | $4,779-76.9% |
| Participant deferral / active EE | $1,738 | $4,682-62.9% | $4,082-57.4% | $5,609-69.0% |
| Admin fee / account holder | $77 | $6,674-98.8% | $5,478-98.6% | $10,827-99.3% |