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 | $18,229 | $180,449-89.9% | $154,107-88.2% | $135,375-86.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.74% | 888.09%-897.8pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,387 | $6,035-77.0% | $5,298-73.8% | $4,779-71.0% |
| Participant deferral / active EE | $4,751 | $5,806-18.2% | $5,081-6.5% | $5,609-15.3% |
| Admin fee / account holder | $126 | $16,143-99.2% | $13,411-99.1% | $10,827-98.8% |