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 10-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 | $4,967 | $135,952-96.3% | $123,892-96.0% | $273,961-98.2% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | -0.60% | 56.63%-57.2pp | 47.52%-48.1pp | 41.45%-42.1pp |
| Employer contribution / active EE | $1,015 | $5,170-80.4% | $4,617-78.0% | $4,869-79.2% |
| Participant deferral / active EE | $2,141 | $6,343-66.2% | $5,984-64.2% | $5,287-59.5% |
| Admin fee / account holder | $143 | $9,817-98.5% | $8,357-98.3% | $10,132-98.6% |