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 | $7,838 | $92,222-91.5% | $76,768-89.8% | $135,375-94.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -11.37% | 5.46%-16.8pp | 2.43%-13.8pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,531 | $3,216-52.4% | $2,485-38.4% | $4,779-68.0% |
| Participant deferral / active EE | $1,659 | $4,509-63.2% | $3,852-56.9% | $5,609-70.4% |
| Admin fee / account holder | $48 | $10,748-99.6% | $6,675-99.3% | $10,827-99.6% |