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 | $17,676 | $102,828-82.8% | $105,387-83.2% | $152,861-88.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.87% | 20.85%-17.0pp | 26.82%-23.0pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,371 | $4,473-69.3% | $4,213-67.5% | $4,762-71.2% |
| Participant deferral / active EE | $2,843 | $5,465-48.0% | $5,502-48.3% | $5,850-51.4% |
| Admin fee / account holder | $18 | $8,683-99.8% | $6,559-99.7% | $11,596-99.8% |