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 | $18,206 | $197,825-90.8% | $155,790-88.3% | $125,391-85.5% |
| Participation rate | 90.5% | 82.1%+8.4pp | 76.1%+14.4pp | 83.2%+7.3pp |
| Annual return | -5.77% | 86.74%-92.5pp | 71.54%-77.3pp | 282.22%-288.0pp |
| Employer contribution / active EE | $2,909 | $4,847-40.0% | $3,836-24.2% | $4,866-40.2% |
| Participant deferral / active EE | $6,083 | $5,630+8.1% | $4,797+26.8% | $5,352+13.7% |
| Admin fee / account holder | $246 | $9,545-97.4% | $7,478-96.7% | $9,540-97.4% |