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 9-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 | $15,091 | $57,354-73.7% | $83,848-82.0% | $64,186-76.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.31% | 11.38%-21.7pp | 850.88%-861.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $5,447 | $2,545+114.0% | $3,631+50.0% | $2,381+128.8% |
| Participant deferral / active EE | $1,911 | $2,993-36.1% | $4,082-53.2% | $3,470-44.9% |
| Admin fee / account holder | $24 | $4,046-99.4% | $5,478-99.6% | $4,888-99.5% |