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 | $21,449 | $198,466-89.2% | $170,442-87.4% | $147,584-85.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -0.19% | 257.29%-257.5pp | 205.93%-206.1pp | 578.55%-578.7pp |
| Employer contribution / active EE | $5,293 | $6,184-14.4% | $5,433-2.6% | $4,876+8.5% |
| Participant deferral / active EE | $2,182 | $5,629-61.2% | $4,939-55.8% | $5,439-59.9% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |