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 | $9,391 | $56,897-83.5% | $84,750-88.9% | $62,891-85.1% |
| Participation rate | 96.7% | 68.5%+28.1pp | 76.6%+20.1pp | 69.3%+27.4pp |
| Annual return | -0.27% | 6.30%-6.6pp | 22.78%-23.1pp | 20.14%-20.4pp |
| Employer contribution / active EE | $5,363 | $2,400+123.5% | $3,574+50.1% | $2,281+135.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12 | $3,581-99.7% | $5,332-99.8% | $4,296-99.7% |