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 | $22,211 | $198,466-88.8% | $170,442-87.0% | $147,584-85.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.48% | 257.29%-255.8pp | 205.93%-204.5pp | 578.55%-577.1pp |
| Employer contribution / active EE | $5,184 | $6,184-16.2% | $5,433-4.6% | $4,876+6.3% |
| Participant deferral / active EE | $2,357 | $5,629-58.1% | $4,939-52.3% | $5,439-56.7% |
| Admin fee / account holder | $29 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |