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 5-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 | $4,592 | $92,703-95.0% | $82,719-94.4% | $134,475-96.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -28.90% | 944.92%-973.8pp | 701.18%-730.1pp | 417.96%-446.9pp |
| Employer contribution / active EE | $1,168 | $3,274-64.3% | $3,009-61.2% | $4,740-75.4% |
| Participant deferral / active EE | $4,512 | $4,802-6.0% | $4,395+2.7% | $6,400-29.5% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |