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 | $5,602 | $43,075-87.0% | $74,583-92.5% | $62,891-91.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -57.76% | 17.50%-75.3pp | 20.47%-78.2pp | 20.14%-77.9pp |
| Employer contribution / active EE | $2,772 | $1,498+85.1% | $2,525+9.8% | $2,281+21.5% |
| Participant deferral / active EE | $1,356 | $2,389-43.3% | $3,458-60.8% | $3,203-57.7% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |