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 | $1,559 | $39,019-96.0% | $80,716-98.1% | $85,850-98.2% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 4.36% | 26.27%-21.9pp | 87.28%-82.9pp | 318.53%-314.2pp |
| Employer contribution / active EE | $758 | $722+5.0% | $1,160-34.6% | $2,565-70.4% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,146-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10 | $2,431-99.6% | $3,380-99.7% | $6,260-99.8% |