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 7-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 | $14,403 | $124,281-88.4% | $109,143-86.8% | $167,490-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -2.08% | 26.04%-28.1pp | 25.75%-27.8pp | 478.56%-480.6pp |
| Employer contribution / active EE | $3,888 | $4,207-7.6% | $3,722+4.5% | $4,837-19.6% |
| Participant deferral / active EE | $4,034 | $5,255-23.2% | $4,653-13.3% | $6,341-36.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |