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 | $6,393 | $99,079-93.5% | $77,999-91.8% | $273,961-97.7% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.5%+3.6pp | 83.0%-3.8pp |
| Annual return | -4.89% | 217.93%-222.8pp | 425.96%-430.8pp | 41.45%-46.3pp |
| Employer contribution / active EE | $478 | $3,308-85.6% | $2,470-80.7% | $4,869-90.2% |
| Participant deferral / active EE | $1,978 | $4,306-54.1% | $3,497-43.4% | $5,287-62.6% |
| Admin fee / account holder | $38 | $8,954-99.6% | $5,480-99.3% | $10,132-99.6% |