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 | $10,543 | $92,222-88.6% | $76,768-86.3% | $135,375-92.2% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -19.84% | 5.46%-25.3pp | 2.43%-22.3pp | 519.73%-539.6pp |
| Employer contribution / active EE | $1,664 | $3,216-48.3% | $2,485-33.0% | $4,779-65.2% |
| Participant deferral / active EE | $5,719 | $4,509+26.9% | $3,852+48.5% | $5,609+2.0% |
| Admin fee / account holder | $95 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |