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 | $3,588 | $90,600-96.0% | $79,464-95.5% | $135,375-97.3% |
| Participation rate | 70.6% | 76.0%-5.5pp | 73.3%-2.8pp | 82.6%-12.1pp |
| Annual return | -31.76% | 977.43%-1009.2pp | 718.14%-749.9pp | 519.73%-551.5pp |
| Employer contribution / active EE | $975 | $3,068-68.2% | $2,800-65.2% | $4,779-79.6% |
| Participant deferral / active EE | $1,500 | $4,050-63.0% | $3,704-59.5% | $5,609-73.3% |
| Admin fee / account holder | $11 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |