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 | $17,179 | $181,894-90.6% | $156,549-89.0% | $273,961-93.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.21% | 30.74%-29.5pp | 32.23%-31.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $3,087 | $6,248-50.6% | $5,501-43.9% | $4,869-36.6% |
| Participant deferral / active EE | $4,200 | $5,550-24.3% | $4,871-13.8% | $5,287-20.6% |
| Admin fee / account holder | $125 | $15,559-99.2% | $13,027-99.0% | $10,132-98.8% |