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 9-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 | $7,631 | $90,600-91.6% | $79,464-90.4% | $135,375-94.4% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -19.86% | 977.43%-997.3pp | 718.14%-738.0pp | 519.73%-539.6pp |
| Employer contribution / active EE | $752 | $3,068-75.5% | $2,800-73.2% | $4,779-84.3% |
| Participant deferral / active EE | $4,256 | $4,050+5.1% | $3,704+14.9% | $5,609-24.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |