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 6-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 | $16,461 | $185,200-91.1% | $142,863-88.5% | $167,490-90.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 3.41% | 8555.70%-8552.3pp | 5637.54%-5634.1pp | 478.56%-475.1pp |
| Employer contribution / active EE | $5,501 | $5,604-1.8% | $4,144+32.8% | $4,837+13.7% |
| Participant deferral / active EE | $5,614 | $4,494+24.9% | $3,837+46.3% | $6,341-11.5% |
| Admin fee / account holder | $252 | $8,031-96.9% | $6,560-96.2% | $12,309-98.0% |