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 | $3,385 | $73,515-95.4% | $62,995-94.6% | $147,584-97.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.62% | 175.43%-174.8pp | 87.57%-87.0pp | 578.55%-577.9pp |
| Employer contribution / active EE | $1,120 | $3,320-66.3% | $2,759-59.4% | $4,876-77.0% |
| Participant deferral / active EE | $1,120 | $4,185-73.2% | $3,329-66.4% | $5,439-79.4% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |