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 | $17,881 | $127,386-86.0% | $115,037-84.5% | $125,391-85.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.43% | 31.28%-37.7pp | 26.14%-32.6pp | 282.22%-288.7pp |
| Employer contribution / active EE | $2,471 | $5,166-52.2% | $4,608-46.4% | $4,866-49.2% |
| Participant deferral / active EE | $5,122 | $6,423-20.3% | $6,026-15.0% | $5,352-4.3% |
| Admin fee / account holder | $67 | $9,516-99.3% | $8,175-99.2% | $9,540-99.3% |