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 | $5,987 | $82,664-92.8% | $125,339-95.2% | $68,494-91.3% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -21.95% | -5.97%-16.0pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,884 | $3,381-44.3% | $4,814-60.9% | $2,596-27.4% |
| Participant deferral / active EE | $2,584 | $6,110-57.7% | $7,446-65.3% | $4,027-35.8% |
| Admin fee / account holder | $212 | $6,275-96.6% | $10,010-97.9% | $5,403-96.1% |