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 8-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 | $12,161 | $138,065-91.2% | $123,544-90.2% | $135,375-91.0% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -15.63% | 153.68%-169.3pp | 119.20%-134.8pp | 519.73%-535.4pp |
| Employer contribution / active EE | $2,631 | $5,151-48.9% | $4,628-43.2% | $4,779-44.9% |
| Participant deferral / active EE | $4,611 | $6,799-32.2% | $6,426-28.2% | $5,609-17.8% |
| Admin fee / account holder | $21 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |