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 | $7,562 | $62,586-87.9% | $76,768-90.1% | $64,186-88.2% |
| Participation rate | 97.2% | 72.8%+24.4pp | 77.0%+20.3pp | 69.6%+27.7pp |
| Annual return | -8.50% | -1.95%-6.6pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,862 | $1,832+1.6% | $2,485-25.1% | $2,381-21.8% |
| Participant deferral / active EE | $1,756 | $3,145-44.2% | $3,852-54.4% | $3,470-49.4% |
| Admin fee / account holder | $25 | $4,667-99.5% | $6,675-99.6% | $4,888-99.5% |