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 | $9,979 | $113,339-91.2% | $94,993-89.5% | $147,584-93.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | -30.86% | 20.77%-51.6pp | 27.12%-58.0pp | 578.55%-609.4pp |
| Employer contribution / active EE | $237 | $3,160-92.5% | $2,603-90.9% | $4,876-95.1% |
| Participant deferral / active EE | $1,628 | $3,777-56.9% | $3,317-50.9% | $5,439-70.1% |
| Admin fee / account holder | $200 | $6,063-96.7% | $4,960-96.0% | $10,885-98.2% |