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 8-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 | $9,197 | $90,600-89.8% | $79,464-88.4% | $135,375-93.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.55% | 977.43%-989.0pp | 718.14%-729.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,407 | $3,068-54.1% | $2,800-49.8% | $4,779-70.6% |
| Participant deferral / active EE | $2,190 | $4,050-45.9% | $3,704-40.9% | $5,609-61.0% |
| Admin fee / account holder | $42 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |