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 | $7,718 | $78,694-90.2% | $67,652-88.6% | $125,391-93.8% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | -74.07% | 9.46%-83.5pp | 6625.04%-6699.1pp | 282.22%-356.3pp |
| Employer contribution / active EE | $3,188 | $3,044+4.7% | $2,266+40.7% | $4,866-34.5% |
| Participant deferral / active EE | $2,617 | $4,292-39.0% | $3,560-26.5% | $5,352-51.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |