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 | $14,868 | $168,632-91.2% | $147,614-89.9% | $125,391-88.1% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -11.20% | 77.65%-88.8pp | 61.98%-73.2pp | 282.22%-293.4pp |
| Employer contribution / active EE | $1,526 | $6,252-75.6% | $5,564-72.6% | $4,866-68.6% |
| Participant deferral / active EE | $6,660 | $5,507+20.9% | $4,895+36.0% | $5,352+24.4% |
| Admin fee / account holder | $155 | $13,580-98.9% | $11,611-98.7% | $9,540-98.4% |