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 | $2,657 | $69,515-96.2% | $86,874-96.9% | $85,850-96.9% |
| Participation rate | 90.9% | 66.3%+24.6pp | 71.6%+19.3pp | 69.3%+21.6pp |
| Annual return | 1.57% | 20.12%-18.6pp | 63.52%-62.0pp | 318.53%-317.0pp |
| Employer contribution / active EE | $389 | $1,880-79.3% | $2,495-84.4% | $2,565-84.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $199 | $5,972-96.7% | $5,828-96.6% | $6,260-96.8% |