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 | $16,181 | $95,971-83.1% | $74,550-78.3% | $135,375-88.0% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -19.13% | 56.96%-76.1pp | 32.53%-51.7pp | 519.73%-538.9pp |
| Employer contribution / active EE | $2,802 | $2,716+3.1% | $1,961+42.9% | $4,779-41.4% |
| Participant deferral / active EE | $5,825 | $3,843+51.6% | $3,108+87.4% | $5,609+3.9% |
| Admin fee / account holder | $61 | $6,522-99.1% | $5,060-98.8% | $10,827-99.4% |