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 | $21,598 | $72,404-70.2% | $110,238-80.4% | $64,186-66.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.75% | -6.29%-1.5pp | 314.74%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,354 | $2,282+47.0% | $3,826-12.4% | $2,381+40.9% |
| Participant deferral / active EE | $2,718 | $3,469-21.6% | $4,672-41.8% | $3,470-21.7% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |