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 | $15,052 | $92,222-83.7% | $76,768-80.4% | $135,375-88.9% |
| Participation rate | 81.0% | 79.8%+1.2pp | 77.0%+4.0pp | 82.6%-1.7pp |
| Annual return | -10.83% | 5.46%-16.3pp | 2.43%-13.3pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,810 | $3,216-43.7% | $2,485-27.2% | $4,779-62.1% |
| Participant deferral / active EE | $5,664 | $4,509+25.6% | $3,852+47.1% | $5,609+1.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |