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 | $23,206 | $198,466-88.3% | $170,442-86.4% | $147,584-84.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | -28.45% | 257.29%-285.7pp | 205.93%-234.4pp | 578.55%-607.0pp |
| Employer contribution / active EE | $5,286 | $6,184-14.5% | $5,433-2.7% | $4,876+8.4% |
| Participant deferral / active EE | $3,191 | $5,629-43.3% | $4,939-35.4% | $5,439-41.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |