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 | $3,155 | $60,124-94.8% | $90,404-96.5% | $79,858-96.0% |
| Participation rate | 97.9% | 65.0%+32.9pp | 72.7%+25.2pp | 69.6%+28.3pp |
| Annual return | 2.97% | 71.94%-69.0pp | 1293.02%-1290.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $344 | $2,068-83.3% | $3,262-89.4% | $2,471-86.1% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |