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 | $14,443 | $99,032-85.4% | $80,019-82.0% | $135,375-89.3% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -10.52% | 15.39%-25.9pp | 11.22%-21.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $5,643 | $3,043+85.4% | $2,468+128.7% | $4,779+18.1% |
| Participant deferral / active EE | $3,048 | $4,282-28.8% | $3,686-17.3% | $5,609-45.7% |
| Admin fee / account holder | $228 | $10,436-97.8% | $6,521-96.5% | $10,827-97.9% |