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 7-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 | $4,536 | $115,770-96.1% | $101,248-95.5% | $158,922-97.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -39.74% | 56.14%-95.9pp | 46.47%-86.2pp | 302.83%-342.6pp |
| Employer contribution / active EE | $1,816 | $4,175-56.5% | $3,660-50.4% | $4,761-61.9% |
| Participant deferral / active EE | $2,500 | $4,957-49.6% | $4,370-42.8% | $5,982-58.2% |
| Admin fee / account holder | $293 | $7,245-96.0% | $5,945-95.1% | $11,246-97.4% |